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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 Eric Jolley is an investment advisor representative with Alera Investment Advisors, LLC. Steven has been in the financial services industry since June 10, 2011 and currently holds active licenses as an investment advisor representative in Pennsylvania. Steven has previously been registered with Triad Advisors LLC, Ameritas Investment Company, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven has a Series 66, Series 7 and SIE license. Steven's specialties include: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, and Selection of Other 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.
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.
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.
1
2
PA
05/20/2024 - Present
Alera Investment Advisors, LLC (Wayne PA)
PA
02/02/2023 - 08/23/2024
TRIAD ADVISORS LLC (Wayne PA)
PA
06/27/2012 - 01/24/2023
AMERITAS INVESTMENT COMPANY, LLC (WAYNE PA)
NY
04/13/2007 - 04/28/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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