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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Keith Harris has been a financial advisor since 2007. Steven currently works for Truist Advisory Services, Inc., a firm with a total of 1756 licensed agents. Steven is registered as a broker and investment advisor in 24 states and the District of Columbia, Steven is currently licensed to provide securities and investment advisory services in Florida. Prior to joining Truist Advisory Services, Inc., Steven worked for LPL FINANCIAL LLC, INFINEX INVESTMENTS, INC., and MORGAN STANLEY & CO. INCORPORATED. Steven holds FINRA Series 31, 7, and 66 licenses, and the SIE. Steven has expertise in financial planning, portfolio management for individuals and businesses, and other services including wrap fee products and financial profiling services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
FL
09/14/2016 - Present
Truist Advisory Services, Inc. (LAKELAND FL)
FL
09/30/2009 - 03/27/2014
LPL FINANCIAL LLC (EUSTIS FL)
FL
07/24/2008 - 09/29/2009
INFINEX INVESTMENTS, INC. (EUSTIS FL)
FL
08/24/2007 - 05/20/2008
MORGAN STANLEY & CO. INCORPORATED (WINTER HAVEN FL)
BOTH
Issued 9/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/27/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 8/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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