Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lundquist is a financial advisor with J.P. Morgan Institutional Investments Inc. in Columbus, OH. Steven has been in the industry since June 13, 1990, working with individuals and institutions. Steven is registered with FINRA and the SEC and holds Series 6, 7, 24, 51, and 63 licenses. His firm has a strong focus on investment management, providing a full range of services to clients across the country.
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.
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.
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2
OH
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
01/01/2005 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
NY
01/08/2002 - 01/01/2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
MN
06/19/1997 - 11/27/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
RI
06/14/1996 - 07/11/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MN
05/01/1990 - 06/10/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 07/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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