Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Harvey is a financial advisor with over 25 years of experience in the financial services industry. He is registered with the state of Texas and has earned the Series 7 and Series 63 securities licenses. Steven is a Certified Financial Planner™ professional and specializes in financial planning for individuals, families, businesses, and trusts. Steven is currently employed with Creative Planning, a national financial planning firm, and has been working there since April 2024. His primary office is located in Austin, Texas. Prior to joining Creative Planning, Steven worked at Maxwell Locke & Ritter LLP in Austin, Texas, for several years.
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.
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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TX
04/02/2024 - Present
Creative Planning (Austin TX)
TX
06/17/1997 - 08/19/1997
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BC
Issued 06/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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