Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lawrence Halvorson is a financial advisor with LPL Financial LLC, based in Boise, Idaho. Steven has been in the industry since April 2021 and has been registered with the state of Idaho since May 2021. Steven is a Series 66, Series 7TO and SIE exam holder. LPL Financial LLC is a leading independent broker-dealer and investment advisor with over 20,000 financial advisors across the United States. The firm provides a wide range of financial services, including investment management, financial planning, and retirement planning. Steven provides financial advice to individuals, families, and businesses. He has expertise in various areas such as investment strategies, retirement planning, and estate 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.
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2
ID
10/17/2024 - Present
LPL Financial LLC (BOISE ID)
BOTH
Issued 05/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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