Unclaimed
Steven E. Chittenden is a financial advisor who has been in the industry since 1997. Steven is registered with the state of Massachusetts and is currently employed by Loomis Sayles Distributors, LP. Steven is a Series 7 and Series 63 licensed professional and holds the Securities Industry Essentials Examination (SIE). Steven has been with Loomis Sayles Distributors, LP since 2001. Previously, Steven was employed by EVERGREEN INVESTMENT SERVICES, INC. from 1996 to 2001.
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.
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.
1
2
MA
07/31/2001 - Present
Loomis Sayles Distributors, LP (BOSTON MA)
NC
12/13/1996 - 04/20/2001
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BC
Issued 03/17/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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