Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Crouch is a financial advisor with over 23 years of experience in the financial services industry. Steven has worked at various firms, including Truist Investment Services, Inc. and B. Riley Wealth Advisors, Inc.. Steven currently holds Series 7, 9, 10, 63 and 65 securities licenses and is registered to provide investment advice in 26 states. Steven provides financial planning and portfolio management for individuals, businesses and pension plans. Steven also serves as a trustee for the Alice Johnson Meadows Trust and is a treasurer for both the Piedmont Dispute Resolution Center and the Fauquier Community Coalition.
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.
A percentage of the total value of assets under management is charged.
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2
VA
08/15/2022 - Present
B. Riley Wealth Advisors, Inc. (Warrenton VA)
VA
02/17/2021 - 07/27/2021
TRUIST INVESTMENT SERVICES, INC. (WARRENTON VA)
VA
11/16/2012 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
11/16/1999 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (WARRENTON VA)
IA
Issued 02/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/04/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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