Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Aldridge is an investment advisor representative at Canopus Wealth Management. Steven has been in the industry since 1995, and is registered with both the state of Kentucky and North Carolina. Steven Aldridge is a Registered Investment Advisor (IA) and is also a General Securities Representative (Series 7). Steven Aldridge holds the Series 63 and Series 65 licenses. Steven Aldridge has experience providing financial planning and portfolio management services to individuals and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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KY
02/17/2023 - Present
Canopus Wealth Management (LOUISVILLE KY)
KY
02/27/1995 - 01/27/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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