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 Logan is a financial advisor registered with Goldman Sachs & Co. LLC. Steven has been in the financial services industry for 26 years and has a strong background in providing financial advice to individuals and businesses. Steven is licensed to provide financial advice in all 50 states. Steven specializes in providing financial planning, portfolio management, and educational seminars. Steven has also been a branch manager for Goldman Sachs & Co. LLC.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
CO
08/10/2022 - Present
Goldman Sachs & Co. LLC (DENVER CO)
CO
03/28/2017 - 07/25/2022
CITI PRIVATE ADVISORY, LLC (Denver CO)
CO
08/22/2012 - 07/25/2022
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
CO
10/01/2008 - 09/07/2012
J.P. MORGAN SECURITIES LLC (DENVER CO)
CO
08/21/2002 - 10/01/2008
J.P. MORGAN SECURITIES INC. (DENVER CO)
NY
05/01/2001 - 06/28/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/26/1999 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/01/1998 - 07/30/1999
ING BARINGS LLC (NEW YORK NY)
NY
06/04/1997 - 07/01/1998
ING BARING (U.S.) SECURITIES, INC. (NEW YORK NY)
NY
09/24/1996 - 05/14/1997
GORDIAN GROUP, L.P. (NEW YORK NY)
BOTH
Issued 10/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2022
Series 30 - NFA Branch Manager Examination
BC
Issued 10/04/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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