Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Papakirk is a financial advisor who has been in the industry since November 24, 1987. Steven is currently registered with Ameriprise Financial Services, LLC and has been with them since September 2019. Previously, Steven was registered with WELLS FARGO CLEARING SERVICES, LLC from February 2009 to September 2019 and CITIGROUP GLOBAL MARKETS INC. from July 1993 to March 2009. Steven's areas of specialization include asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
OH
09/12/2019 - Present
Ameriprise Financial Services, LLC (Cincinnati OH)
OH
02/12/2009 - 09/17/2019
WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)
OH
07/31/1993 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (CINCINNATI OH)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/25/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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