Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Doepke is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Loves Park, Illinois. Steven has been in the financial services industry since 1992. Steven has a wide range of experience in the industry, with previous roles at Robert Thomas Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Blinder, Robinson & Co., Inc. Steven is registered as an Investment Advisor Representative in Illinois and Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Loves Park IL)
FL
03/08/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
09/17/1993 - 03/15/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/28/1991 - 12/05/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
08/22/1989 - 12/21/1989
BLINDER, ROBINSON & CO., INC.
IA
Issued 04/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/08/1997
Series 4 - Registered Options Principal Examination
BC
Issued 11/06/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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