Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Case is a financial advisor with over 30 years of experience in the industry. Steven currently works with LPL Financial LLC, a firm with over $50 billion in assets under management. Steven specializes in financial planning, investment management, and retirement planning. Steven has a strong track record of success and is committed to helping clients achieve their financial goals. Steven offers services for individuals, businesses, corporations, and high-net-worth individuals. Steven is also a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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MI
05/10/2019 - Present
LPL Financial LLC (BLOOMFIELD HILLS MI)
MI
03/02/2017 - 05/13/2019
FSC SECURITIES CORPORATION (Bloomfield Hills MI)
MI
01/20/2004 - 03/02/2017
NATIONAL PLANNING CORPORATION (BLOOMFIELD HILLS MI)
CT
02/02/1998 - 01/22/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
OH
07/18/1995 - 02/10/1998
VESTAX SECURITIES CORPORATION (HUDSON OH)
CA
08/02/1994 - 07/26/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
FL
10/07/1993 - 08/02/1994
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IA
07/02/1993 - 10/18/1993
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
DE
06/22/1990 - 04/07/1993
PML SECURITIES COMPANY (NEWARK DE)
MA
11/21/1989 - 07/11/1990
INVESTOR STRATEGIES, INC. (BOSTON MA)
NA
07/28/1989 - 11/28/1989
SELECTIVE SECURITY TRUST FINANCIAL CORP.
IA
Issued 11/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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