Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Yazell is an Investment Advisor Representative at IBN Financial Services, Inc. Steven has been in the industry since 1993 and has been registered with IBN Financial Services, Inc. since 2021. Steven has worked at several other firms in the past, including SENTRA SECURITIES CORPORATION, UNITED PACIFIC SECURITIES, INC., CRISPIN KOEHLER SECURITIES, and FSC SECURITIES CORPORATION. Steven holds a Series 3, 7, 24, 34, 53, and 66 license. Steven is a registered Investment Advisor Representative in Florida, Michigan, and New York.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
NY
07/16/2021 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
AZ
11/16/1998 - 07/02/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
11/12/1997 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
FL
03/06/1997 - 12/01/1997
CRISPIN KOEHLER SECURITIES (TAMPA FL)
GA
01/01/1996 - 03/04/1997
FSC SECURITIES CORPORATION (ATLANTA GA)
MO
05/28/1993 - 01/01/1996
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
BOTH
Issued 11/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2010
Series 3 - National Commodity Futures Examination
BC
Issued 10/14/2010
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 05/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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