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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 Horne is an investment advisor representative at Fisher Investments. Steven has over 12 years of experience in the financial services industry and holds licenses to provide advisory services in Florida and Texas. Steven has also held positions with E*TRADE Securities LLC, E*TRADE Capital Management LLC, and T. Rowe Price Investment Services, Inc. Steven has a strong background in financial planning, portfolio management, and investment advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/26/2023 - Present
Fisher Investments (TAMPA FL)
FL
11/19/2020 - 09/22/2021
MORGAN STANLEY (Tampa FL)
FL
08/21/2020 - 09/03/2020
E*TRADE SECURITIES LLC (Tampa FL)
FL
04/09/2018 - 07/10/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
12/04/2008 - 08/08/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 09/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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