Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Ervin is an active advisor with Edward Jones, a firm with a strong reputation in the financial industry. Steven has extensive experience in the industry, having worked with several other firms before joining Edward Jones. This experience has provided Steven with a deep understanding of different investment strategies and client needs. Steven is committed to providing personalized financial advice to his clients, helping them achieve their financial goals. Steven offers a range of financial services, including financial planning, portfolio management, 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.
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.
See schedule d - miscellaneous
1
2
OH
10/03/2024 - Present
Edward Jones (Pataskala OH)
OH
07/10/2023 - 05/21/2024
VOYA FINANCIAL ADVISORS, INC. (Columbus OH)
OH
12/08/2022 - 07/06/2023
CORECAP INVESTMENTS, LLC (Centerburg OH)
OH
02/08/2022 - 11/15/2022
ALLSTATE FINANCIAL SERVICES, LLC (Zanesville OH)
OH
11/02/2021 - 01/05/2022
WESBANCO SECURITIES, INC. (COLUMBUS OH)
OH
02/25/2021 - 08/23/2021
EQUITABLE ADVISORS, LLC (AKRON OH)
OH
02/15/2021 - 03/11/2021
W&S BROKERAGE SERVICES, INC. (CAMBRIDGE OH)
BOTH
Issued 07/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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