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 Shattuck is a financial professional with over 10 years of experience in the industry. Currently, Steven is a registered representative with Concourse Financial Group Securities, Inc. Steven has held previous roles at AIG Capital Services, Inc. and Allstate Financial Services, LLC. Steven has a strong track record of providing financial advice to individuals, businesses, and institutions. Steven's expertise includes financial planning, portfolio management, and investment advisory services.
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.
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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2
AL
04/02/2023 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
TX
10/16/2013 - 01/11/2023
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
TN
05/22/2012 - 09/12/2013
ALLSTATE FINANCIAL SERVICES, LLC (BRENTWOOD TN)
BC
Issued 09/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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