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 Reents is a financial advisor at LPL Financial LLC. He is registered with FINRA and has been in the financial industry since 2002. Steven has experience in working with clients in Georgia and is licensed in the state. He has completed the Series 7, Series 63, and Series 66 exams. He is also a Certified Financial Planner. Steven previously worked at Financial Telesis Inc., Triad Advisors, Inc. and SunTrust Securities, Inc. Steven is a Registered Representative and Investment Advisor Representative in Georgia.
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.
Consulting and other non-discretionary advisory services
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.
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GA
03/26/2013 - Present
LPL Financial LLC (ATLANTA GA)
GA
01/24/2011 - 02/20/2013
FINANCIAL TELESIS INC (ALPHARETTA GA)
GA
10/07/2004 - 12/09/2009
TRIAD ADVISORS, INC. (ATLANTA GA)
GA
07/19/2002 - 09/17/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 08/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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