Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Heggs is a financial advisor with over 25 years of experience in the industry. Steven currently holds licenses to provide investment advice and securities services in 36 states, including Missouri and Texas. Steven has worked at Raymond James Financial Services Advisors, Inc. since 2009, where he provides financial advice to individuals, businesses, and institutions. Prior to joining Raymond James, Steven worked at Edward Jones, American Century Investment Services Inc., and American Century Brokerage, Inc. Steven is a licensed general securities principal and holds the SIE, Series 7, Series 6, and Series 63 licenses. Steven is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MO
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (BLUE SPRINGS MO)
MO
08/26/2003 - 08/28/2003
EDWARD JONES (ST. LOUIS MO)
MO
05/30/2000 - 07/17/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
04/20/1999 - 10/27/1999
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
02/22/1996 - 04/27/1999
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 12/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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