Unclaimed
Steven Podhradsky is a financial advisor with Edward Jones. Steven is a registered representative with Series 7, Series 66, and SIE licenses and has been in the financial services industry since 2009. He has worked with a number of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, CETERA ADVISOR NETWORKS LLC, and Edward Jones. Steven's primary office is located in North Ridgeville, OH, and he is registered to provide investment advice in Arizona, Florida, Indiana, New Jersey, Ohio, and West Virginia. Steven specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
07/14/2023 - Present
Edward Jones (NORTH RIDGEVILLE OH)
OH
01/08/2021 - 06/20/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE OH)
OH
02/14/2020 - 12/08/2020
CETERA ADVISOR NETWORKS LLC (AVON OH)
OH
05/19/2009 - 02/26/2013
EDWARD JONES (WESTLAKE OH)
BOTH
Issued 06/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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