Unclaimed
Steven John Versage is a financial advisor with over 5 years of experience in the financial services industry. Steven has a Series 7, Series 63, and SIE licenses and is currently registered with the state of Pennsylvania. Steven currently works for Grant Williams LP and is based in Philadelphia, Pennsylvania. Steven has previously worked for Vanguard Marketing Corporation and AXA Advisors, LLC.
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.
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.
1
2
PA
12/08/2023 - Present
Grant Williams LP (PHILADELPHIA PA)
PA
07/17/2019 - 03/02/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
10/03/2017 - 10/20/2017
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 07/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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