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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Degrave is a financial advisor with over 25 years of experience in the industry. Steven is currently registered with LPL Financial LLC in MURRIETA, CA. Steven has a strong background in financial planning and portfolio management, with experience serving clients ranging from individuals and families to corporations and institutions. He holds a Series 7, Series 6, and Series 63 license as well as the SIE exam and the Uniform Investment Adviser Law Examination. Steven is passionate about helping clients achieve their financial goals and providing them with the guidance and support they need to make informed financial decisions.
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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CA
02/18/2014 - Present
LPL Financial LLC (MURRIETA CA)
CA
04/29/2005 - 02/19/2014
ESSEX SECURITIES LLC (SAN DIEGO CA)
AZ
07/31/2001 - 04/29/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
MA
04/30/1996 - 07/24/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/30/1996 - 07/24/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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