Unclaimed
Steven Landrum is a financial advisor with Ameriprise Financial Services, LLC. Steven is a registered representative, and investment advisor representative. Steven has been in the financial services industry since March 20, 1998. Steven has a broad range of experience in the financial services industry, including serving as an investment advisor representative for Comerica Securities, Inc. Steven is also a registered principal in the state of Texas. Steven has a diverse client base, including individuals, corporations, and charitable organizations. Steven is committed to providing his clients with personalized financial advice and guidance.
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.
Asset allocation services
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.
1
2
TX
08/21/2023 - Present
Ameriprise Financial Services, LLC (Austin TX)
TX
08/05/2014 - 11/03/2023
COMERICA SECURITIES (AUSTIN TX)
TX
05/09/2011 - 08/08/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
09/10/2002 - 04/12/2011
COMERICA SECURITIES (AUSTIN TX)
NJ
01/12/2001 - 10/01/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MI
02/23/1998 - 01/23/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 05/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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