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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 Yarborough is an investment advisor representative with Vanguard Advisers, Inc. Steven has been in the industry since December 14, 2000, with previous experience at EDWARD JONES, CHARLES SCHWAB & CO., INC., and PRUDENTIAL SECURITIES INCORPORATED. Steven is a Certified Financial Planner and holds Series 63, 65, 7, 24, and SIE licenses. Steven's firm, Vanguard Advisers, Inc., is a registered investment advisor with offices in Malvern, Pennsylvania. They offer financial planning services to individuals, businesses, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/21/2013 - Present
Vanguard Advisers, Inc. (Malvern PA)
AZ
03/12/2002 - 12/13/2010
EDWARD JONES (TEMPE AZ)
TX
10/02/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/25/1999 - 06/09/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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