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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Donald Rawlins is a financial advisor with Avantax Advisory Services. Steven Donald Rawlins has been in the financial services industry since January 15, 2012. Steven Donald Rawlins has passed the Series 65, Series 66 and Series 7 exams. Steven Donald Rawlins is registered with the state of Florida. Steven Donald Rawlins is also a Certified Public Accountant (CPA). Steven Donald Rawlins is the President of MSW Wealth Advisors, LLC. Steven Donald Rawlins is also the President of Masters,Smith & Wisby, P.A., a full-service CPA firm. Steven Donald Rawlins is an Agent for Avantax Insurance Agency and/or Avantax Insurance Services. Steven Donald Rawlins provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Steven Donald Rawlins also provides solicitor referral services to third-party investment managers. Steven Donald Rawlins is a member of the Georgia Southern School of Accountancy Advisory Council and the National Alliance of Auto Dealers Advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
FL
10/25/2019 - Present
Avantax Advisory Services (Jacksonville FL)
FL
01/16/2012 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Jacksonville FL)
BOTH
Issued 07/30/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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