Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Franke is a registered Investment Advisor Representative with Atwood & Palmer, Inc., based in Kansas City, Missouri. Steven has been active in the financial industry since September 1996. Steven holds the Series 65 and Series 66 licenses. Steven's specializations include Financial Planning, Portfolio Management for Individuals and Portfolio Management for Businesses.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MO
07/03/2000 - Present
Atwood & Palmer, Inc. (KANSAS CITY MO)
IA
Issued 07/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/08/1999
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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