Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Blanchard is a financial advisor with LPL Financial LLC in Cornelius, NC. Steven has been in the industry since October 28, 2012. Steven is registered with the state of North Carolina and is active in the state of Arizona, Connecticut, Florida, Kentucky, New Jersey, New York, North Carolina, and Virginia. Previously, Steven worked with Raymond James Financial Services, Inc., TIAA-CREF Individual & Institutional Services, LLC, M&T Securities, Inc., and AXA Advisors, LLC.
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
NC
03/16/2023 - Present
LPL Financial LLC (CORNELIUS NC)
NY
08/19/2021 - 03/24/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Buffalo NY)
NY
12/21/2017 - 07/22/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (AMHERST NY)
MD
01/04/2013 - 12/19/2017
M&T SECURITIES, INC. (RIVIERA BEACH MD)
NY
07/17/2012 - 10/19/2012
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
BOTH
Issued 09/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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