Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Novotny is a financial advisor with Icon Wealth Partners. Steven is a Certified Financial Planner with experience providing financial planning and portfolio management for individuals and businesses. Steven has been in the industry for over 10 years and has worked for several firms, including Morgan Stanley and Novotny Wealth Management. Steven also provides credit and cash management solutions.
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.
Credit and cash management solutions
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.
A percentage of the total value of assets under management is charged.
Revenue sharing on eligible credit and cash management solutions
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2
TX
09/09/2024 - Present
Icon Wealth Partners (HOUSTON TX)
TX
02/06/2018 - 03/24/2020
MORGAN STANLEY (HOUSTON TX)
BOTH
Issued 08/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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