Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Hyers is a financial advisor at United Planners' Financial Services of America A Limited Partner. Steven has been working in the financial industry since October 1, 2000 and is registered with FINRA, the SEC and the state of Florida. Steven's prior experience includes roles with LPL Financial LLC, Edward Jones, SunTrust Securities, Inc., First Union Securities, Inc. and First Union Brokerage Services, Inc.. Steven has earned the Chartered Financial Consultant designation. Steven's current employment with United Planners' Financial Services of America A Limited Partner began in May 2021. Steven works with clients in Alabama, Arkansas, California, Colorado, Florida, Georgia, Illinois, Kentucky, Maryland, Nebraska, New Jersey, North Carolina, Oregon, South Dakota, Tennessee, Vermont, Virginia and Wyoming.
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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2
FL
05/13/2021 - Present
United Planners' Financial Services OF America A Limited Partner (Jacksonville FL)
FL
06/21/2005 - 05/18/2021
LPL FINANCIAL LLC (JACKSONVILLE FL)
MO
08/06/2002 - 06/23/2005
EDWARD JONES (ST. LOUIS MO)
GA
01/18/2002 - 06/03/2002
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MO
10/01/2000 - 12/21/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
10/26/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 11/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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