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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Medo is a registered investment advisor representative with Kg&l Capital Management, LLC. Steven has over 20 years of experience in the financial services industry. Steven has worked at various financial institutions, including Stifel, Nicolaus & Company, Incorporated and Sterne, Agee & Leach, Inc.. Steven holds Series 7, Series 63, Series 9, and Series 10 securities licenses. Steven also holds the Series 65 Investment Advisor representative qualification. Steven is currently registered as an Investment Advisor Representative in Louisiana and Texas. Steven specializes in providing financial planning, portfolio management for individuals and businesses and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Fees are negotiable
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2
LA
12/12/2024 - Present
Kg&l Capital Management, LLC (KENNER LA)
LA
11/09/2001 - 07/10/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW ORLEANS LA)
AL
10/08/1998 - 11/14/2001
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
TN
04/10/1996 - 10/26/1998
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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