Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Holdmeyer is a financial advisor at J.P. Morgan Securities LLC, a firm with a broad range of financial services. Steven has been in the financial industry since 2002 and has held previous roles at BANCWEST INVESTMENT SERVICES, INC., WELLS FARGO ADVISORS, LLC, INVEST FINANCIAL CORPORATION, WACHOVIA SECURITIES, LLC, ATLAS SECURITIES, LLC, and FARMERS FINANCIAL SOLUTIONS, LLC. Steven has a strong track record of success and is committed to providing personalized financial advice to his clients.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MO
11/01/2023 - Present
J.p. Morgan Securities LLC (Kansas City MO)
MO
10/08/2015 - 02/14/2018
BANCWEST INVESTMENT SERVICES, INC. (LEE'S SUMMIT MO)
KS
09/29/2014 - 10/05/2015
WELLS FARGO ADVISORS, LLC (OVERLAND PARK KS)
KS
08/11/2008 - 09/23/2014
INVEST FINANCIAL CORPORATION (OVERLAND PARK KS)
KS
07/19/2007 - 07/25/2008
WACHOVIA SECURITIES, LLC (LEAWOOD KS)
CA
06/06/2002 - 02/16/2007
ATLAS SECURITIES, LLC (SAN LEANDRO CA)
CA
01/01/2002 - 05/20/2002
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BC
Issued 11/15/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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