Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Crossett is a financial advisor with Edelman Financial Engines in MELBOURNE, FL. Steven has been in the financial services industry since 1993 and has experience working with individuals, families, and businesses. Steven has a Series 7, 63, 66 and 8 licenses.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
FL
10/06/2016 - Present
Edelman Financial Engines (MELBOURNE FL)
TX
01/16/1996 - 01/13/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
08/24/1994 - 06/26/1995
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
05/27/1993 - 08/05/1994
AMERICAN MUNICIPAL SECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 06/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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