Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Handeland is a financial advisor with Principal Securities, Inc. in Grand Rapids, MI. Steven Handeland is a registered representative and investment advisor representative with the firm. Steven Handeland has been in the financial industry since 1984. Steven Handeland specializes in providing financial planning, portfolio management for individuals, and pension consulting. Steven Handeland has a background in insurance and has been involved in the local homeowner's association.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MI
10/03/2023 - Present
Principal Securities, Inc. (Grand Rapids MI)
MI
04/22/1992 - 10/03/2023
PRINCIPAL SECURITIES, INC. (Grand Rapids MI)
NA
08/25/1988 - 04/01/1992
MONARCH SECURITIES, INC.
NA
03/30/1984 - 08/29/1988
JOHN HANCOCK DISTRIBUTORS, INC.
NA
03/30/1984 - 08/29/1988
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BC
Issued 07/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1992
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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