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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 Farnham Collins has been in the financial services industry since 1995 and is currently registered with XML Financial Group in Bethesda, MD. Steven has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Steven is licensed to provide financial advice and services in multiple states, including Maryland, Virginia, Colorado, Texas, and many others. Steven's experience and expertise in financial planning, investment management, and portfolio management make him a valuable resource for clients looking to 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.
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.
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2
MD
02/01/2019 - Present
XML Financial Group (BETHESDA MD)
MD
01/22/2016 - 05/16/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BETHESDA MD)
VA
02/25/2008 - 01/27/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (MCLEAN VA)
VA
08/03/2006 - 02/21/2008
FBR INVESTMENT SERVICES, INC. (ARLINGTON VA)
RI
10/02/1995 - 07/17/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
08/13/1993 - 07/13/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/16/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 06/08/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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