Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Joseph Lemire is a financial advisor with over 20 years of experience in the industry. Steven has a deep understanding of the financial markets and a proven track record of success. Steven currently works for Smead Capital Management, Inc. and has been with the firm since July 2014. Steven's previous experience includes working for ALPS Distributors, Inc., Quasar Distributors, LLC, and Oberweis Securities, Inc. Steven holds several professional licenses and designations, including Series 7, Series 63, Series 65, Series 66, Series 24, and Series 26. Steven is committed to providing personalized financial advice and helping his 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.
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.
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.
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2
AZ
07/16/2014 - Present
Smead Capital Management, Inc. (PHOENIX AZ)
WA
11/24/2014 - 05/29/2020
ALPS DISTRIBUTORS, INC. (Seattle WA)
ME
10/22/2014 - 11/21/2014
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IL
07/09/1997 - 06/13/2005
OBERWEIS SECURITIES, INC. (LISLE IL)
BC
Issued 11/05/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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