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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 Glenn Murlin is an investment advisor representative with Everhart Advisors in Dublin, OH. Steven has been in the industry since 1996 and has been registered as an investment advisor representative in Ohio since 2010. Steven also holds a Series 6, 7, 31, 63 and 65 licenses. Steven has previously worked at MID ATLANTIC CAPITAL CORPORATION and Cambridge Investment Research, Inc., in Dublin, OH. Steven is licensed as an insurance agent in Ohio.
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.
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.
1
2
OH
04/01/2010 - Present
Everhart Advisors (DUBLIN OH)
OH
12/28/2015 - 03/30/2020
MID ATLANTIC CAPITAL CORPORATION (DUBLIN OH)
OH
03/31/2010 - 12/28/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (DUBLIN OH)
OH
06/01/2009 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (DUBLIN OH)
OH
09/30/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DUBLIN OH)
MA
06/18/1996 - 10/13/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
07/08/1982 - 02/19/1986
NML EQUITY SERVICES, INC.
IA
Issued 11/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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