Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Novosad is a financial advisor with National Financial Services LLC located in Westlake, TX. Steven has been in the financial services industry since 2006. Steven holds the Series 6, 7, 26, and 63 securities licenses and is a registered representative of National Financial Services LLC. Previously, Steven was registered with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc.
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.
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.
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TX
12/03/2015 - Present
National Financial Services LLC (WESTLAKE TX)
TX
01/01/2008 - 10/05/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
04/21/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 06/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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