Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Everette Stroud is a financial advisor at LPL Financial LLC. Steven has been in the industry since 1992 and has worked at a number of firms, including Edward D. Jones & Co., L.P., McDonald & Company Securities, Inc., and Advest, Inc. Steven is a registered representative and investment advisor representative and holds a number of licenses, including Series 7, Series 24, Series 63, and Series 66. Steven's professional experience and qualifications enable him to provide financial advice to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OH
12/06/2019 - Present
LPL Financial LLC (SPRINGFIELD OH)
MO
11/16/1992 - 04/08/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
OH
10/02/1992 - 11/23/1992
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
CT
01/27/1992 - 10/19/1992
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 12/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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