Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Newell, a financial professional with over 10 years of experience, is an Investment Advisor Representative of Newell Wealth Management, LLC. Steven is registered with the state of Florida and Texas.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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.
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FL
05/24/2023 - Present
Newell Wealth Management, LLC (WINTER GARDEN FL)
FL
06/01/2018 - 03/03/2022
LPL FINANCIAL LLC (ORLANDO FL)
FL
01/15/2015 - 05/23/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Gainesville FL)
FL
07/20/2011 - 11/17/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GAINESVILLE FL)
BOTH
Issued 08/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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