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 Partyka is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Troy, MI. Steven has been in the industry since 1995 and holds Series 7, Series 63, and Series 65 licenses. Steven is a CERTIFIED FINANCIAL PLANNER™ professional. Steven has experience working at other firms including Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven provides financial planning and portfolio management services to a wide range of clients, including individuals, businesses, and retirement plans. Steven is registered to provide investment advice in 20 states and the District of Columbia.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
08/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (Troy MI)
MI
03/02/2009 - 08/07/2024
RAYMOND JAMES & ASSOCIATES, INC. (AUBURN HILLS MI)
MI
08/16/1996 - 03/05/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
NY
07/14/1995 - 06/07/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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