Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven McAbee is a financial advisor with Valmark Advisers, Inc., based in Cincinnati, Ohio. Steven has been in the industry since 1993 and has a diverse background in financial services. Steven is a registered investment advisor and a securities agent in several states. Steven has a strong understanding of financial markets and investment strategies, and is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
Consulting
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.
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2
OH
07/23/2020 - Present
Valmark Advisers, Inc. (Cincinnati OH)
OH
09/03/2013 - 07/23/2020
CETERA ADVISOR NETWORKS LLC (CINCINNATI OH)
OH
10/28/1998 - 09/03/2013
WALNUT STREET SECURITIES, INC. (CINCINNATI OH)
GA
02/15/1996 - 12/06/1996
WMA SECURITIES, INC. (DULUTH GA)
NJ
01/20/1993 - 01/18/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
FL
08/17/1992 - 11/09/1992
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
10/10/1990 - 08/07/1992
MONY SECURITIES CORP. (NEW YORK NY)
NY
10/10/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
PA
08/22/1989 - 08/02/1990
CIGNA SECURITIES, INC. (RADNOR PA)
IA
Issued 05/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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