Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Beaupre is a financial advisor with over 20 years of experience in the industry. Steven is a registered representative and investment advisor representative with RBC Capital Markets, LLC. Steven has previously worked with Wells Fargo Clearing Services, LLC, FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Cetera Investment Services LLC, Ameriprise Financial Services, Inc., RBC Capital Markets Corporation, and Birchtree Financial Services, Inc. Steven has a wide range of experience, including working with high-net-worth individuals, corporations, and institutions.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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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2
MN
06/27/2024 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
MN
11/19/2021 - 06/29/2023
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
11/08/2016 - 11/09/2021
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
GA
04/22/2015 - 06/07/2016
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/22/2015 - 06/07/2016
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
04/22/2015 - 06/07/2016
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
04/22/2015 - 06/07/2016
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
08/27/2013 - 03/19/2015
CETERA INVESTMENT SERVICES LLC (SAINT CLOUD MN)
MN
05/26/2010 - 11/29/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
12/20/2007 - 11/21/2008
RBC CAPITAL MARKETS CORPORATION (MINNEAPOLIS MN)
MN
10/11/2001 - 12/06/2007
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/02/1998 - 08/30/2001
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
NE
01/23/1997 - 02/23/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
IA
Issued 06/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/08/2018
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/16/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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