Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Milvet is an investment advisor representative currently registered with Robert W. Baird & Co. Inc. and has been in the industry since July 10, 2001. Steven has passed the Uniform Combined State Law Examination (Series 66), General Securities Representative Examination (Series 7), Futures Managed Funds Examination (Series 31), General Securities Sales Supervisor - General Module Examination (Series 10) and General Securities Sales Supervisor - Options Module Examination (Series 9). Steven has worked for American Express Financial Advisors Inc., and IDS Life Insurance Company in the past. Steven currently works in Akron, Ohio, and holds active licenses in Florida, Ohio, and Texas.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
08/24/2022 - Present
Robert W. Baird & Co. Inc. (Akron OH)
MN
11/20/2002 - 07/30/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/20/2002 - 07/30/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/09/2001 - 10/31/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/09/2001 - 10/31/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/2001
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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