Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Seward is a financial advisor with over 30 years of experience in the industry. Steven is registered with Cambridge Investment Research Advisors, Inc. in Ohio and Florida. Steven has a strong track record of helping clients achieve their financial goals. Steven specializes in providing financial planning, portfolio management, and insurance services to individuals, families, and businesses. Steven is committed to providing his clients with personalized service and a high level of expertise.
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
OH
03/28/2005 - Present
Cambridge Investment Research Advisors, Inc. (Mason OH)
MA
06/04/1998 - 02/24/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
05/25/1993 - 06/03/1998
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NJ
05/12/1992 - 06/01/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/12/1992 - 06/01/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 01/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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