Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven John Meyer is a registered representative with IBN Financial Services, Inc. Steven has been in the securities industry since 2007 and has experience in providing financial planning and portfolio management services. Steven has worked at several firms previously including Bournehill Investment Services, Inc., AEGIS CAPITAL CORP., WORDEN CAPITAL MANAGEMENT LLC, J.D. NICHOLAS & ASSOCIATES, INC. and TRIDENT PARTNERS LTD.. Steven is registered with the state of Arizona, California, Massachusetts, Michigan, Mississippi, Missouri, Nebraska, New Jersey, New York, North Dakota, Ohio, South Dakota, Texas, Washington, West Virginia and Wisconsin. Steven holds Series 62 and SIE licenses and is a registered representative with FINRA.
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.
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.
Selection and monitoring fees
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2
NY
07/26/2023 - Present
IBN Financial Services, Inc. (Uniondale NY)
NY
07/06/2022 - 09/22/2023
BOURNEHILL INVESTMENT SERVICES, INC. (Mineola NY)
NY
07/12/2017 - 07/07/2022
AEGIS CAPITAL CORP. (MELVILLE NY)
NY
11/21/2014 - 08/02/2017
WORDEN CAPITAL MANAGEMENT LLC (GARDEN CITY NY)
NY
12/02/2008 - 11/25/2014
J.D. NICHOLAS & ASSOCIATES, INC. (SYOSSET NY)
NY
12/13/2007 - 11/14/2008
TRIDENT PARTNERS LTD. (WOODBURY NY)
NY
03/19/2007 - 12/19/2007
MAX INTERNATIONAL BROKER/DEALER CORP. (SYOSSET NY)
BC
Issued 08/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2007
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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