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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Killiany is a financial advisor at Cambridge Investment Research Advisors, Inc. with 20 years of experience in the industry. He is registered to provide investment advice in 26 states and holds several industry certifications, including Series 7, Series 24, Series 65, and Series 66. Steven specializes in providing financial planning and portfolio management services to individuals and businesses. His firm, Cambridge Investment Research Advisors, Inc., is a national financial services firm with a focus on providing comprehensive financial planning and investment management services.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MD
06/15/2011 - Present
Cambridge Investment Research Advisors, Inc. (Gaithersburg MD)
MD
10/23/2002 - 03/15/2010
MML INVESTORS SERVICES, INC. (BETHESDA MD)
IA
Issued 08/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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