Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Douglas Lepage is an investment advisor representative with Cambridge Investment Research Advisors, Inc. and has been in the securities industry since August 9, 2001. Steven Lepage is registered with FINRA and has been licensed to sell securities in 10 states. Steven Lepage is also registered with the state of Massachusetts as an investment advisor representative. Steven Lepage's current office is located in Belchertown, Massachusetts, and Steven Lepage has a branch office location with Cambridge Investment Research Advisors, Inc. in Belchertown, Massachusetts.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MA
04/16/2013 - Present
Cambridge Investment Research Advisors, Inc. (BLECHERTOWN MA)
MA
08/10/2001 - 09/21/2011
MML INVESTORS SERVICES, LLC (HOLYOKE MA)
BOTH
Issued 08/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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