Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven E Gensler is a financial advisor with LPL Financial LLC in FORT MILL, SC. Steven has over 23 years of experience in the financial services industry. He is a Certified Financial Planner and holds Series 7, 24, 66, 99, and SIE licenses. Steven previously worked with COMMONWEALTH FINANCIAL NETWORK and LINSCO/PRIVATE LEDGER CORP. Steven's clients include individuals, corporations, pension and profit-sharing plans, and charitable organizations. Steven provides a range of financial planning and investment management services.
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.
Consulting and other non-discretionary advisory services
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.
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2
SC
08/26/2024 - Present
LPL Financial LLC (FORT MILL SC)
CA
10/24/2005 - 06/02/2006
COMMONWEALTH FINANCIAL NETWORK (LA JOLLA CA)
SC
10/03/2000 - 10/21/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 10/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/26/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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