Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Mark Sanford has over 25 years of experience in the financial services industry. He is a registered representative with MML Investors Services, LLC and has held previous roles with several other firms including Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, CitiCorp Investment Services and CIBC World Markets. Steven has a broad range of experience and is licensed to provide investment advice and securities brokerage services.
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 programs
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.
Solicitors fees
1
2
NY
05/07/2015 - Present
MML Investors Services, LLC (NEW YORK NY)
NY
08/10/2005 - 07/28/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (SYOSSET NY)
IN
08/10/2005 - 04/18/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
11/15/1999 - 11/01/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
06/23/1997 - 10/18/1999
CIBC WORLD MARKETS (NEW YORK NY)
NA
09/20/1988 - 04/27/1989
SHEARSON LEHMAN HUTTON INC.
IA
Issued 03/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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