Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Elefson is a wealth management advisor with over 30 years of experience in the financial services industry. Steven has held positions with several reputable firms, including Edward D. Jones & Co., L.P., Raymond James & Associates, Inc., and Ameriprise Financial Services, Inc. Currently, Steven is affiliated with Visionary Wealth Advisors, LLC, a registered investment advisor based in St. Louis, Missouri. He specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Steven's expertise spans a range of financial services, including investment advisory, securities, and insurance. His approach to wealth management focuses on helping clients achieve their long-term financial goals through customized strategies and personalized guidance.
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.
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.
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2
MO
01/02/2019 - Present
Visionary Wealth Advisors, LLC (Jackson MO)
MO
01/02/2019 - 11/21/2019
IFS SECURITIES (Jackson MO)
MO
02/02/2015 - 12/31/2018
CARY STREET PARTNERS (Jackson MO)
MO
12/02/2011 - 01/30/2015
PURSHE KAPLAN STERLING INVESTMENTS (JACKSON MO)
MO
01/04/2010 - 11/30/2011
AMERIPRISE FINANCIAL SERVICES, INC. (JACKSON MO)
NE
01/15/2010 - 09/02/2010
SECURITIES AMERICA, INC. (LAVISTA NE)
MO
09/30/2004 - 01/07/2010
RAYMOND JAMES & ASSOCIATES, INC. (JACKSON MO)
FL
09/15/1995 - 10/06/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
05/25/1988 - 09/18/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 06/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/22/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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