Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Medwed is a financial advisor with over 30 years of experience in the industry. Steven currently works for B.b. Graham & Company, Inc. in SOUTHFIELD, MI and has been registered with the firm since December 1, 2020. Prior to joining B.b. Graham & Company, Inc., Steven worked for LIBERTY PARTNERS FINANCIAL SERVICES, LLC, ROYAL ALLIANCE ASSOCIATES, INC., UNITED SECURITIES ALLIANCE, INC. and other firms. Steven holds a Series 63, Series 7 and Series 24 licenses.
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.
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.
1
2
MI
12/01/2020 - Present
B.b. Graham & Company, Inc. (SOUTHFIELD MI)
MI
06/24/2010 - 11/30/2020
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (SOUTHFIELD MI)
MI
03/01/2007 - 06/24/2010
ROYAL ALLIANCE ASSOCIATES, INC. (SOUTHFIELD MI)
MI
11/24/2003 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (SOUTHFIELD MI)
TN
04/04/2001 - 11/21/2003
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
WI
11/01/1996 - 04/03/2001
SII INVESTMENTS, INC. (APPLETON WI)
NE
12/08/1995 - 10/31/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
MO
01/02/1991 - 12/14/1995
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
CA
05/23/1989 - 01/04/1991
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
07/22/1987 - 05/23/1989
PENNSYLVANIA SECURITIES COMPANY
BC
Issued 08/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Medwed is the right advisor for you? Invested Better is here to help.
