Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Reder is a financial advisor who is currently registered with RWA Wealth Partners. Steven has been working in the industry for over 20 years and has experience working with high-net-worth individuals, corporations, and retirement plans. Steven holds Series 6, 7, 63, and 65 licenses. Steven is experienced in providing financial planning, portfolio management, and estate planning services. Steven has previously worked with firms such as Goldman Sachs, PNC Investments, Fifth Third Securities, and H&R Block Financial Advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
A percentage of the total value of assets under management is charged.
Model provider fee
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2
OH
02/06/2023 - Present
RWA Wealth Partners (Cincinnati OH)
NY
12/01/2021 - 01/23/2023
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
KY
09/27/2010 - 07/29/2014
PNC INVESTMENTS (COLD SPRING KY)
KY
01/21/2005 - 09/29/2006
FIFTH THIRD SECURITIES, INC. (EDGEWOOD KY)
MI
08/22/2000 - 09/08/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BC
Issued 12/10/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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