Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Brill is a financial advisor with over 30 years of experience in the industry. He has been registered with Benjamin F. Edwards & Company, Inc. since September 2014, and has previously worked for Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Steven is a Certified Financial Planner and holds Series 7, 9, 10, 63, and 66 licenses. He provides financial planning, portfolio management for individuals and businesses, and educational seminars. Steven specializes in a wide range of client needs and is committed to providing personalized advice and exceptional 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.
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
06/15/2016 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
FL
01/01/2008 - 09/29/2014
WELLS FARGO ADVISORS, LLC (WEST PALM BEACH FL)
FL
10/31/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BOYNTON BEACH FL)
NY
01/04/1994 - 11/01/1996
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
NY
07/19/1993 - 01/21/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
04/20/1993 - 07/14/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
01/11/1993 - 04/22/1993
COMMONWEALTH ASSOCIATES (NEW YORK NY)
NY
10/13/1992 - 01/19/1993
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
BOTH
Issued 02/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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