Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Edward Masel is a financial advisor who has been in the industry since 2016. Steven is currently registered with Thrivent Investment Management Inc. in Minnesota. Steven is also registered in 51 states as a broker and 4 states as an investment advisor. Steven has a Series 63, Series 66, Series 7, and SIE license. Steven has previously worked for Vanguard Marketing Corporation.
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.
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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MN
09/27/2022 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
PA
10/21/2016 - 08/23/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 08/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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