Unclaimed
Steven Grant Keeton is an investment advisor representative with USA Financial Securities LLC. Steven has been in the financial industry since October 6, 1985. Steven has a wide range of experience, having worked for several firms in the past, including INTERSECURITIES, INC., STATE FARM VP MANAGEMENT CORP., and FINANCIAL NETWORK INVESTMENT CORPORATION. Steven holds Series 63, 65, 7 and SIE licenses. Steven has specialized in providing financial planning and portfolio management services for individuals. Steven also offers advisory services for the selection of other advisors. Steven is registered with the state of Arizona, California, Colorado, Florida, Idaho, Oregon, Texas and Washington. Steven works in the ADA, MI and ROGUE RIVER, OR offices of USA Financial Securities LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
10/01/2024 - Present
USA Financial Securities LLC (ADA MI)
OR
10/11/2005 - 06/08/2007
INTERSECURITIES, INC. (ROGUE RIVER OR)
IL
12/17/2004 - 09/13/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CA
09/01/1992 - 11/02/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
FL
04/01/1991 - 11/16/1992
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
07/18/1988 - 04/01/1991
PW SECURITIES, INC.
NA
09/01/1987 - 07/13/1988
INTEGRATED RESOURCES EQUITY CORPORATION
CA
09/05/1985 - 09/03/1987
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
07/24/1985 - 09/12/1985
CHUBB SECURITIES CORPORATION
IA
Issued 03/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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