Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Schmitt is a financial advisor with Willow Financial LLC in ROGERS, AR. Steven has been in the industry since 2007 and holds Series 66, SIE and Series 7 licenses. Steven also holds the designation of Certified Financial Planner. Steven has experience working with individuals and high-net-worth clients. Steven can help with financial planning, selection of other advisors, and portfolio management for individuals.
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.
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.
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AR
09/19/2023 - Present
Willow Financial LLC (ROGERS AR)
AR
11/15/2007 - 06/30/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Rogers AR)
BOTH
Issued 11/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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