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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 Gregory Blouse is a financial advisor with Raymond James Financial Services Advisors, Inc. Steven has been in the financial services industry since 2004 and has a diverse range of experience. Steven offers financial planning, portfolio management, and investment advisory services to individuals and businesses. Steven holds Series 7, Series 63 and Series 65 licenses, and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
08/11/2011 - Present
Raymond James Financial Services Advisors, Inc. (YORK PA)
PA
06/01/2009 - 03/24/2011
MORGAN STANLEY SMITH BARNEY (YORK PA)
PA
12/07/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (YORK PA)
PA
03/09/2004 - 12/13/2007
EDWARD JONES (YORK PA)
IA
Issued 06/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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