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 Forde is a registered representative with Citigroup Global Markets Inc. in TAMPA, FL. Steven has been in the financial services industry since May 2, 1997. Steven has a wide range of experience and holds licenses in several states. Steven specializes in providing financial planning services to individuals, businesses, and high-net-worth clients. Steven also provides asset allocation advice, portfolio management, and pension consulting services. Steven is dedicated to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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
FL
10/15/2024 - Present
Citigroup Global Markets Inc. (TAMPA FL)
IL
05/29/2007 - 12/18/2019
CITIGROUP GLOBAL MARKETS INC. (GLEN ELLYN IL)
IL
07/29/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
NY
03/17/1994 - 06/02/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 10/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/25/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2024
Series 31 - Futures Managed Funds Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Steven Forde is the right advisor for you? Invested Better is here to help.
