Unclaimed
Steven Edward Hamant is a financial advisor currently associated with Cambridge Investment Research Advisors, Inc. Steven has been working in the financial services industry since 1994. Steven holds a Series 63, Series 65, Series 7, Series 4 and Series 24 licenses. Steven is a Chartered Financial Consultant. Steven has a strong focus on providing financial planning and investment advisory services to individuals, high net worth individuals, corporations or other businesses, and pension and profit-sharing plans. Steven is currently registered in Kentucky, Maryland, Massachusetts, Michigan, Nevada, New Jersey, North Carolina, Ohio, South Carolina, Virginia, and West Virginia.
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
VA
04/20/2021 - Present
Cambridge Investment Research Advisors, Inc. (Winchester VA)
VA
12/23/2014 - 04/19/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (GLEN ALLEN VA)
VA
06/25/2004 - 12/31/2014
LPL FINANCIAL LLC (GLEN ALLEN VA)
FL
04/20/2001 - 07/08/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
01/25/1999 - 04/24/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
VA
08/05/1998 - 12/23/1998
BRANCH, CABELL & CO., INC. (RICHMOND VA)
NY
02/17/1995 - 08/26/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
VA
07/01/1994 - 02/03/1995
DMG SECURITIES, INC. (GREAT FALLS VA)
NA
05/09/1994 - 07/06/1994
F.N. WOLF & CO., INC.
IA
Issued 02/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2002
Series 4 - Registered Options Principal Examination
BC
Issued 05/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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