Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Matthew Ellsworth is a financial advisor with over 15 years of experience in the industry. Steven has worked with various firms including Waddell & Reed, Lincoln Financial Advisors Corporation, and Securities America. He is currently registered with LPL Financial LLC, where he provides a variety of financial services to individuals, families, and businesses. Steven holds the Series 7 and Series 66 licenses, and has expertise in various investment products and 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
01/06/2024 - Present
LPL Financial LLC (WARREN MI)
MI
08/31/2016 - 01/29/2021
SECURITIES AMERICA, INC. (Warren MI)
MI
05/08/2013 - 09/08/2016
WADDELL & REED (BIRMINGHAM MI)
MI
09/21/2006 - 01/08/2013
MML INVESTORS SERVICES, LLC (FARMINGTON HILLS MI)
MI
01/21/2005 - 06/05/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (SOUTHFIELD MI)
IN
01/21/2005 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 06/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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