Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Logan Finerty is a financial advisor with over 30 years of experience in the financial services industry. Steven is a Certified Financial Planner™ and has been registered with Moneta Group Investment Advisors, LLC and Argent Capital Management LLC for over 20 years. Steven specializes in providing financial planning and investment management services to individuals, families, and businesses. His expertise includes portfolio management, retirement planning, college savings, and estate planning. Steven is committed to providing his clients with personalized financial advice that meets their unique needs and goals.
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.
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.
1
2
MO
07/02/2004 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
05/10/2004 - 07/10/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)
CT
05/09/1986 - 05/20/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 05/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Steven Finerty is the right advisor for you? Invested Better is here to help.
