Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lvovsky is a financial advisor with over 30 years of experience in the industry. Steven began their career in 1989 at Shearson Lehman Hutton Inc., where they worked as a registered representative. In 1989, Steven joined Merrill Lynch, Pierce, Fenner & Smith Inc. Steven holds the Series 63, Series 65, and Series 7 licenses, and has passed the SIE exam. Steven has a long history of providing financial advice to individuals, corporations, and other institutions. They have a reputation for being a highly skilled and knowledgeable advisor, and are dedicated to helping their clients achieve their financial goals. Steven is registered to provide financial advice in a number of states, including Maryland, South Carolina, Texas, and many others. Steven is a respected member of the financial services community and is committed to providing his clients with the highest level of service.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MD
10/31/1994 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTH BETHESDA MD)
NY
05/23/1989 - 12/08/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 12/06/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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