Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kent Knudson is a registered investment advisor representative with MML Investors Services, LLC. Steven has been in the financial services industry since 1980. Steven is registered with the state of Utah as both a broker-dealer and an investment advisor representative. Steven holds the Series 63 and Series 65 licenses, along with the Series 1, Series 6TO and SIE licenses. Steven is also a Chartered Financial Consultant. Steven's primary business affiliation is with Knudson, LLC, a firm that provides investment advisory services. Steven is also an agent for Knudson, LLC which sells individual life, health, group life, group health, and dental insurance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
UT
10/22/2013 - Present
MML Investors Services, LLC (MURRAY UT)
NA
08/11/1980 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 09/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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