Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Hart is a financial advisor with Fifth Third Securities, Inc., with over 12 years of experience in the financial services industry. Steven holds licenses to provide securities and investment advisory services. His focus is on providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Steven has held prior positions with E*TRADE Securities LLC, Charles Schwab & Co., Inc., Personal Capital, and Fisher Investments. His career reflects a broad range of experience in financial services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
1
2
FL
04/04/2024 - Present
Fifth Third Securities, Inc. (LARGO FL)
FL
09/20/2023 - 04/04/2024
NEXT FINANCIAL GROUP, INC. (Tampa FL)
GA
10/20/2015 - 01/03/2020
CHARLES SCHWAB & CO., INC. (Atlanta GA)
GA
02/24/2014 - 09/29/2015
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
08/09/2012 - 03/27/2014
LPL FINANCIAL LLC (ALPHARETTA GA)
GA
07/15/2011 - 07/10/2012
EDWARD JONES (SUWANEE GA)
BC
Issued 1/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Hart is the right advisor for you? Invested Better is here to help.
