Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Schwendy is a financial advisor at Concourse Financial Group Securities, Inc. located in Souderton, Pennsylvania. Steven has been in the financial industry since 2008. Steven offers financial planning, portfolio management for businesses and individuals, and investment and insurance services through Everence Trust Company. Prior to joining Concourse Financial Group Securities, Inc., Steven was employed by T. Rowe Price Investment Services, Inc. in Baltimore, Maryland. Steven is a Certified Financial Planner™ professional.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/10/2017 - Present
Concourse Financial Group Securities, Inc. (Souderton PA)
MD
01/01/2005 - 03/21/2014
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 11/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Schwendy is the right advisor for you? Invested Better is here to help.
