Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Moyer Agee is a financial advisor with over 10 years of experience in the financial services industry. Steven currently works at Raymond James Financial Services Advisors, Inc., in Christiansburg, VA. Previously, Steven worked at LPL FINANCIAL LLC, Invest Financial Corporation, and NYLIFE SECURITIES LLC. Steven is licensed to provide investment advice in Virginia. Steven is also licensed in several other states, including California, District of Columbia, Florida, Georgia, Illinois, Indiana, New York, North Carolina, Pennsylvania, South Carolina, Texas, West Virginia, and Wisconsin.
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
VA
12/06/2018 - Present
Raymond James Financial Services Advisors, Inc. (Christiansburg VA)
VA
02/14/2018 - 12/06/2018
LPL FINANCIAL LLC (ROANOKE VA)
VA
04/12/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (FLOYD VA)
VA
07/30/2014 - 04/10/2017
NYLIFE SECURITIES LLC (FLOYD VA)
IA
Issued 06/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Agee is the right advisor for you? Invested Better is here to help.
