Unclaimed
Steven Mark Binder is a financial advisor with over 30 years of experience in the financial services industry. Steven is currently registered with Ameriprise Financial Services, LLC, a large firm based in Minneapolis, Minnesota. He is a registered representative of the firm and holds Series 7, Series 24, and Series 63 licenses. Prior to joining Ameriprise Financial Services, LLC, Steven has worked with LPL FINANCIAL LLC, MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Steven has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and trusts. He is passionate about helping clients achieve their financial 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.
Asset allocation services
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
AZ
10/26/2023 - Present
Ameriprise Financial Services, LLC (Glendale AZ)
AZ
08/13/2010 - 06/12/2013
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
06/01/2009 - 08/27/2010
MORGAN STANLEY SMITH BARNEY (PEORIA AZ)
AZ
03/28/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PEORIA AZ)
AZ
09/27/1993 - 04/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
BC
Issued 08/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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