Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Larry Story is a financial advisor with over 27 years of experience in the industry. Steven currently works with United Planners' Financial Services of America A Limited Partner. Steven is registered to provide securities and investment advisory services in 47 states and the District of Columbia. Steven has a wide range of experience including providing financial planning, pension consulting, and portfolio management services for both businesses and individuals. Steven has been registered with the Securities and Exchange Commission (SEC) since 1995. Steven is a registered representative of Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Steven is committed to providing his clients with the highest quality of service and advice.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
01/21/2025 - Present
United Planners' Financial Services OF America A Limited Partner (WAUSAU WI)
WI
04/21/1995 - 07/20/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
04/21/1995 - 07/20/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 02/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/30/1998
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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