Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Stratton is a financial advisor at Cornerstone Securities LLC, with over 30 years of experience in the industry. Steven has a strong track record of helping individuals and families achieve their financial goals. Steven holds the Series 63, 66, and 7 licenses, as well as the SIE designation. Steven is also a Registered Investment Advisor (RIA) in California and Oregon. Steven offers financial planning, portfolio management, and selection of other advisors to help clients meet their needs.
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.
A percentage of the total value of assets under management is charged.
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02/04/2025 - Present
Cornerstone Securities LLC (Shady Cove OR)
OR
10/10/2017 - 11/18/2019
PLANMEMBER SECURITIES CORPORATION (Shady Cove OR)
CA
06/30/2006 - 11/10/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAN MARTIN CA)
CA
06/04/2004 - 07/10/2006
TOWER SQUARE SECURITIES, INC. (SAN JOSE CA)
CT
02/11/2003 - 06/14/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NY
05/03/1999 - 02/03/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/14/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
03/01/1996 - 08/16/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
02/23/1996 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
09/25/1985 - 06/13/1995
G. R. PHELPS & CO., INC.
BOTH
Issued 08/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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