Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Patrick Paris is a financial advisor with over 20 years of experience in the industry. Steven has been registered with Hightower Advisors, LLC since 2020 and previously held positions at USAA FINANCIAL ADVISORS, INC. and MUTUAL SERVICE CORPORATION. Steven is a Certified Financial Planner and holds Series 7, Series 24, and Series 63 licenses. Steven specializes in providing financial planning, portfolio management, and treasury management services to individuals, families, businesses, and institutions.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/21/2020 - Present
Hightower Advisors, LLC (CHICAGO IL)
FL
11/30/2006 - 06/15/2020
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
09/27/2000 - 10/19/2006
MUTUAL SERVICE CORPORATION (MARCO ISLAND FL)
NA
04/24/1990 - 05/15/1990
HIBBARD BROWN & CO., INC.
BC
Issued 11/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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