Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Allread is a financial advisor with Cutter & Company, Inc., a firm with approximately 865 million dollars in regulatory assets under management. Steven has been in the financial services industry for over 25 years and is registered with both the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Steven has a wide range of experience working with individuals, families, businesses, and charitable organizations. Steven offers a variety of services, including financial planning, portfolio management, and selection of other advisers. Prior to working at Cutter & Company, Inc. Steven was registered with Butler, Wick & Co., Inc., J.P. Morgan Securities Inc., Banc One Capital Markets, Inc., Banc One Securities Corporation, Wingspan Investment Services, and Van Kampen Funds 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
03/25/2009 - Present
Cutter & Company, Inc. (DAYTON OH)
OH
12/07/2004 - 03/23/2009
BUTLER, WICK & CO., INC. (DAYTON OH)
NY
08/02/2004 - 10/08/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IL
01/17/2002 - 08/02/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
IL
07/23/1999 - 10/31/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
04/09/2001 - 07/08/2001
WINGSPAN INVESTMENT SERVICES (CHICAGO IL)
TX
05/06/1998 - 07/13/1999
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 07/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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