Unclaimed
Steven Carani has been in the financial services industry since 1992. Steven is a registered representative with Edward Jones. Steven is currently registered with the State of Missouri as an Investment Advisor Representative, and with the State of Florida, Illinois, and Missouri as a Securities Agent. Steven holds Series 7, 9, 10, 24, and 63 licenses. Steven has worked for Edward Jones since 1992. The firm is based in St. Louis, MO and has over 19,000 advisors and 14,000 branch offices across the United States and Canada. Edward Jones has approximately $1 trillion in client assets under management. Edward Jones specializes in providing financial advice to individuals, families, and businesses. The firm offers a wide range of financial products and services, including investment management, retirement planning, and estate planning.
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.
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.
See schedule d - miscellaneous
1
2
MO
02/11/1999 - Present
Edward Jones (ST. LOUIS MO)
BC
Issued 10/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/18/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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