Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Mercer is a financial advisor with Voya Financial Advisors, Inc. with over 13 years of experience in the financial industry. Steven is registered to offer securities and investment advisory services in Delaware, Florida, Illinois, Maryland, New Jersey, Pennsylvania, and Virginia. Steven is a Series 7 and Series 66 licensed advisor and holds the SIE designation. Steven's previous employers include MetLife Securities, Inc, AXA Advisors, LLC, Wachovia Securities, LLC, American Express Financial Advisors Inc. and IDS Life Insurance Company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
07/12/2016 - Present
Voya Financial Advisors, Inc. (FAIRFAX VA)
DE
08/10/2011 - 06/24/2016
METLIFE SECURITIES, INC (NEWARK DE)
MD
10/30/2009 - 08/11/2011
AXA ADVISORS, LLC (CHESAPEAKE CITY MD)
MO
07/09/2003 - 11/12/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MN
08/10/2000 - 12/18/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/10/2000 - 12/18/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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