Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Schramm is a financial advisor with over 20 years of experience in the industry. Steven is currently registered with GWN Securities Inc. and has been with the firm since September 2011. Steven is a dedicated professional who is passionate about helping clients achieve their financial goals. Steven is committed to providing personalized financial advice and guidance to help clients make informed decisions about their investments. Steven offers a wide range of services, including financial planning, portfolio management, and retirement planning. Steven is also a registered investment advisor and holds the Series 66, Series 7, and Series 24 licenses. Steven has a strong track record of success in helping clients achieve their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
09/14/2011 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
GA
01/03/2011 - 09/21/2011
ING FINANCIAL PARTNERS, INC. (ADEL GA)
GA
03/03/2010 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (ADEL GA)
GA
03/01/2006 - 03/04/2010
ING FINANCIAL PARTNERS, INC. (VALDOSTA GA)
GA
10/12/2004 - 03/07/2006
USALLIANZ SECURITIES, INC. (ADEL GA)
LA
05/21/2003 - 10/15/2004
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
BOTH
Issued 07/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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