Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Myerson is a financial advisor with LPL Financial LLC. Steven has been in the financial services industry since 1982 and has experience with a variety of firms, including Lincoln Financial Securities Corporation, MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Steven holds Series 6, 22, 26, and 63 licenses, and he is registered in California and Maryland. Steven specializes in providing a range of financial services, including investment advice, financial planning, and portfolio management.
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.
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2
CA
07/24/2023 - Present
LPL Financial LLC (FOSTER CITY CA)
CA
11/20/2020 - 07/25/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (SAN CARLOS CA)
CA
03/25/2017 - 11/23/2020
MML INVESTORS SERVICES, LLC (Foster City CA)
CA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FOSTER CITY CA)
CA
10/24/2008 - 01/02/2015
NEW ENGLAND SECURITIES (FOSTER CITY CA)
CA
01/05/1982 - 09/30/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
WI
02/21/1984 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 12/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/17/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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