Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Howe Smith is a financial advisor with Creative Financial Solutions, LLC in Barboursville, WV. Steven has been in the industry since 1987 and has experience working with Cambridge Investment Research Advisors, Inc. and WRP Investments, Inc. Steven also works as an independent insurance agent.
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.
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.
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2
WV
02/28/2008 - Present
Creative Financial Solutions, LLC (BARBOURSVILLE WV)
WV
01/19/2007 - 03/21/2014
WRP INVESTMENTS, INC. (BARBOURSVILLE WV)
WV
09/28/1989 - 01/23/2007
NATIONWIDE SECURITIES, INC. (HUNTINGTON WV)
NY
03/07/1988 - 08/21/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/29/1987 - 03/07/1988
E. F. HUTTON & COMPANY INC
BC
Issued 04/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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