Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Andrews is a financial advisor with LPL Financial LLC. Steven has been in the financial services industry since May 2000. Steven has a Series 7, Series 24, and Series 63 license and holds a Certified Financial Planner designation. Steven has previously worked with VOYA FINANCIAL ADVISORS, INC. and COMMONWEALTH FINANCIAL NETWORK. Steven has experience working with individual clients, high-net-worth individuals, charitable organizations, corporations, and pension plans.
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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2
NH
05/05/2021 - Present
LPL Financial LLC (Windham NH)
NH
08/09/2017 - 05/07/2021
VOYA FINANCIAL ADVISORS, INC. (Windham NH)
NH
05/09/2008 - 08/10/2017
COMMONWEALTH FINANCIAL NETWORK (WINDHAM NH)
NH
05/23/2000 - 05/13/2008
EDWARD JONES (DERRY NH)
BC
Issued 05/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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