Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lloyd Barry is a financial advisor with over 20 years of experience in the industry. Steven has been with United Planners' Financial Services of America a Limited Partner since March 2006. Previously, Steven was with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Steven is a Certified Financial Planner and holds the Series 66, Series 24, Series 7 and SIE licenses. Steven is also a County Commissioner for Escambia County, Florida.
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
AZ
08/03/2010 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
FL
09/10/1999 - 03/01/2006
AMERIPRISE FINANCIAL SERVICES, INC. (CANTONMENT FL)
MN
09/10/1999 - 03/01/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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