Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kenneth Heger is a financial advisor with over 30 years of experience in the financial services industry. Steven is currently registered with LPL Financial LLC and Global Retirement Partners LLC. Steven has experience providing financial advisory services to individuals, corporations, and other businesses. Steven's areas of expertise include financial planning, portfolio management, and retirement planning.
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.
1
2
MD
06/25/2013 - Present
LPL Financial LLC (ROCKVILLE MD)
MD
06/24/1987 - 07/03/2013
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
NA
06/24/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
03/06/1987 - 07/23/1987
TRANSAMERICA SECURITIES SALES CORPORATION
NA
07/21/1986 - 06/30/1987
TRANSAMERICA FINANCIAL RESOURCES, INC.
NA
07/03/1986 - 08/01/1986
PHILADELPHIA LIFE ASSET PLANNING COMPANY
NA
02/14/1984 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
IA
Issued 05/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Heger is the right advisor for you? Invested Better is here to help.
