Unclaimed
Steven Knapp is a financial advisor who has been in the industry since April 5, 1995. Steven is registered with Ameriprise Financial Services, LLC. Steven has also worked at IDS LIFE INSURANCE COMPANY and MONTANO SECURITIES CORPORATION. Steven offers a variety of financial planning and investment services. Steven is licensed to provide investment advice in several states.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
KY
09/17/2003 - Present
Ameriprise Financial Services, LLC (FLORENCE KY)
MN
07/17/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
10/31/1994 - 02/09/1995
MONTANO SECURITIES CORPORATION (ORANGE CA)
BC
Issued 10/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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