Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Grogan is a financial advisor at Commonwealth Financial Network with over 13 years of experience in the industry. Steven is a Registered Representative and Investment Advisor Representative in the state of Michigan. Steven has earned the Series 6, 7, and 66 securities licenses, as well as the Series 63 and SIE. Steven is a Certified Financial Planner. Steven has held previous positions at Signator Investors, Inc. and MML Investors Services, LLC. Steven has a strong commitment to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
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2
MI
02/02/2018 - Present
Commonwealth Financial Network (Macomb MI)
MI
05/29/2015 - 02/05/2018
SIGNATOR INVESTORS, INC. (SHELBY TOWNSHIP MI)
MI
02/11/2010 - 06/01/2015
MML INVESTORS SERVICES, LLC (FARMINGTON HILLS MI)
BOTH
Issued 11/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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