Unclaimed
Steven Eliot Krasnipol is a financial advisor who has been in the industry since 1993. Steven is currently registered with MML Investors Services, LLC in North Carolina and Texas and has been with the firm since 2008. Previously, Steven was registered with several other firms, including Raymond James Financial Services, Inc. and Lincoln Financial Advisors Corporation. Steven has a variety of licenses and designations including Series 7, Series 24 and Series 63. Steven specializes in providing financial planning, asset allocation programs, and portfolio management for businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NC
05/04/2021 - Present
MML Investors Services, LLC (WILMINGTON NC)
NC
01/04/2008 - 07/11/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (WILMINGTON NC)
NC
07/30/2007 - 12/31/2007
BROKER DEALER FINANCIAL SERVICES CORP. (WILMINGTON NC)
MA
06/21/2004 - 09/16/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IN
08/06/1998 - 06/08/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/06/1998 - 06/08/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
09/19/1996 - 08/05/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
10/30/1995 - 09/27/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IN
10/21/1994 - 11/03/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/21/1994 - 11/03/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
05/27/1992 - 10/21/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/27/1992 - 10/21/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
08/07/1990 - 08/31/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/07/1990 - 08/31/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
05/23/1989 - 01/19/1990
J. W. GANT & ASSOCIATES, INC.
BC
Issued 06/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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