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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 Trojanov is a financial advisor at Edward Jones, with over 30 years of experience in the industry. Steven Trojanov has been with Edward Jones since January 2024, but has prior experience with companies such as Pruco Securities, LLC., Allstate Financial Services, LLC, NYLIFE Securities INC. and many others. Steven Trojanov holds licenses for both Series 6 and Series 7 exams and is also a Chartered Financial Consultant. Steven Trojanov has a strong track record of helping clients reach their financial goals, and is committed to providing personalized financial advice.
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
PA
01/19/2024 - Present
Edward Jones (Haverford PA)
PA
12/10/2019 - 01/12/2023
PRUCO SECURITIES, LLC. (Warrington PA)
PA
01/11/2006 - 12/06/2019
ALLSTATE FINANCIAL SERVICES, LLC (WAYNE PA)
NY
07/20/2004 - 01/20/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
OH
10/14/2003 - 05/06/2004
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NY
06/14/2002 - 09/09/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
KS
10/05/1999 - 06/18/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
MN
06/11/1999 - 09/01/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/11/1999 - 09/01/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IN
04/01/1999 - 04/28/1999
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
MO
09/16/1998 - 03/24/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
PA
01/27/1998 - 09/14/1998
KEYSTONE BROKERAGE, INC. (WILLIAMSPORT PA)
NY
05/30/1997 - 11/12/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
07/03/1996 - 01/07/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
06/14/1995 - 04/30/1996
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
CA
11/11/1994 - 06/27/1995
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
OH
04/22/1994 - 11/15/1994
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
MA
04/17/1989 - 04/22/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/17/1989 - 04/22/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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