Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Tidwell is an investment advisor representative at LPL Financial LLC. Steven has been in the financial industry since January 2022. Steven holds licenses for both securities and investment advising in several states including Indiana, Michigan, and Minnesota. Steven also has experience in the real estate and construction industries. Steven is a registered representative with LPL Financial LLC and also is a registered investment advisor representative in Indiana. Steven's prior experience was with Northwestern Mutual Investment Services, LLC. Steven has held licenses with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Steven is licensed to provide investment advisory services and securities brokerage services to clients. Steven has a long history of working with clients to achieve their financial goals. Steven's experience includes working with individuals, families, businesses, and retirement plans. Steven is committed to providing his clients with the highest level of service and expertise.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
10/18/2023 - Present
LPL Financial LLC (SOUTH BEND IN)
IN
01/24/2022 - 09/29/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MISHAWAKA IN)
IA
Issued 10/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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