Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Muckley is a financial advisor registered with Raymond James Financial Services Advisors, Inc., where he has been working since December 2010. Steven has a wide range of experience in the financial services industry, having previously worked at Raymond James Financial Services, Inc. and H.D. Vest Investment Services. Steven holds Series 7, 24, and 66 licenses and is a Certified Public Accountant (CPA). Steven also provides tax and accounting services through his own practice, Steven L. Muckley, CPA. In addition to working as a financial advisor, Steven also serves as trustee for the Aaron L. Bell Irrevocable Trust. Steven specializes in providing financial planning, portfolio management, and other financial services to individuals, businesses, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
12/20/2010 - Present
Raymond James Financial Services Advisors, Inc. (Mill Creek WA)
WA
12/17/2010 - 07/25/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (MILL CREEK WA)
WA
07/09/2010 - 12/20/2010
H.D. VEST INVESTMENT SERVICES (BOTHELL WA)
OH
04/21/2005 - 09/25/2008
UVEST FINANCIAL SERVICES GROUP, INC. (MINERVA OH)
OH
12/20/2001 - 08/07/2003
VALMARK SECURITIES, INC. (AKRON OH)
BOTH
Issued 09/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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