Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven McTaggart is a financial advisor with LPL Financial LLC. Steven is a Registered Representative and Investment Advisor Representative, and has been in the industry since 2004. Steven has a diverse background, having previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Allen & Company of Florida, LLC. Steven holds the Series 66, Series 7, and Series 24 licenses. Steven serves a variety of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Steven specializes in a wide range of financial services, including financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory services
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
FL
01/03/2022 - Present
LPL Financial LLC (LAKELAND FL)
FL
11/26/2019 - 12/12/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
FL
08/18/2005 - 11/22/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
NY
03/08/2004 - 09/14/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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