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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven James Houlihan is a financial advisor associated with Benjamin F. Edwards & Company, Inc. Steven has been in the financial services industry since 1992, and has experience in both brokerage and investment advisory services. Steven is licensed in multiple states and holds the Series 6, 7, and 63 licenses. He specializes in financial planning, portfolio management, and providing investment advisory services for individuals, businesses, pension and profit-sharing plans, and charitable organizations. Steven has previously worked with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.
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.
A percentage of the total value of assets under management is charged.
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2
IL
11/06/2009 - Present
Benjamin F. Edwards & Company, Inc. (PEORIA IL)
IL
01/01/2008 - 11/09/2009
WELLS FARGO ADVISORS, LLC (PEORIA IL)
IL
05/22/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PEORIA IL)
WI
05/15/1995 - 05/26/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MO
12/07/1992 - 05/16/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
08/15/1988 - 12/01/1988
EQUICO SECURITIES, INC.
NA
08/15/1988 - 12/01/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 12/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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