Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Bricker is a financial advisor with Steward Partners Investment Advisory, LLC. Steven has been in the financial services industry since 1994 and has experience with a variety of firms, including Merrill Lynch, Wachovia Securities, and Raymond James. Steven holds Series 7, Series 63, and Series 65 licenses. Steven provides a variety of services to individuals, businesses, and institutions, including financial planning, investment management, and retirement planning. Steven is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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NH
04/14/2016 - Present
Steward Partners Investment Advisory, LLC (PORTSMOUTH NH)
NH
05/08/2015 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTSMOUTH NH)
NH
11/02/2007 - 05/11/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTSMOUTH NH)
NH
07/01/2003 - 11/08/2007
WACHOVIA SECURITIES, LLC (PORTSMOUTH NH)
NY
04/04/2003 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/03/1997 - 04/17/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
01/28/1994 - 07/10/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 07/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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