Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lester Shimp is a financial advisor with Ameriprise Financial Services, LLC, based in Wilmington, DE. Steven has been in the financial services industry since August 25, 2000, holding a Series 66, Series 7 and SIE license. Steven is registered with the state of Delaware and Texas, and works with individuals, trusts/estates, insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities. In addition to his role at Ameriprise, Steven also owns mineral rights to land in Harrison County, West Virginia.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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DE
07/11/2019 - Present
Ameriprise Financial Services, LLC (Wilmington DE)
MN
08/25/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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