Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Whitman is a financial advisor with Missionsquare Retirement. Steven has been in the industry since August 2017. He is registered with FINRA and has a Series 66 and Series 63 license. Steven also holds Series 7 and SIE licenses. Steven is registered with the state of Arizona as a Broker Dealer. Missionsquare Retirement provides a range of financial services to individuals, including retirement planning, investment management, and financial planning. Steven can assist with financial planning and investment management services for both individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
DC
03/25/2024 - Present
Missionsquare Retirement (WASHINGTON DC)
AZ
08/21/2017 - 08/25/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 11/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Whitman is the right advisor for you? Invested Better is here to help.
