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 Martz is a financial advisor with over 35 years of experience in the industry. Steven is currently registered with Lasalle ST Securities, LLC, and has held previous positions with First Affiliated Securities, Inc. Steven holds licenses for Series 7, 24, 63 and 65 and has a track record of working with clients in various states, including Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Michigan, Minnesota, Missouri, Montana, New Mexico, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, and Virginia.
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.
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.
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2
IN
01/23/1990 - Present
Lasalle ST Securities, LLC (NOBLESVILLE IN)
CA
05/31/1989 - 01/24/1990
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
CA
10/23/1985 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC. (SAN DIEGO CA)
IA
Issued 11/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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