Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Boatner is an experienced financial advisor with over 20 years in the industry. Steven has a strong track record of success in helping clients achieve their financial goals. Steven is a registered representative of Edward Jones and is licensed to provide investment advice in multiple states. Steven has a broad range of experience in financial planning, portfolio management, and retirement planning. Prior to joining Edward Jones, Steven worked with INFINEX INVESTMENTS, INC., CETERA INVESTMENT SERVICES LLC, INVEST FINANCIAL CORPORATION, RAYMOND JAMES FINANCIAL SERVICES, INC., and LPL FINANCIAL CORPORATION. Steven is committed to providing his clients with personalized service and expert guidance.
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.
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.
See schedule d - miscellaneous
1
2
GA
07/22/2022 - Present
Edward Jones (LAGRANGE GA)
GA
05/01/2020 - 07/25/2022
INFINEX INVESTMENTS, INC. (Valdosta GA)
GA
06/30/2015 - 04/30/2020
CETERA INVESTMENT SERVICES LLC (VALDOSTA GA)
GA
09/13/2012 - 06/29/2015
INVEST FINANCIAL CORPORATION (WEST POINT GA)
GA
04/13/2010 - 09/06/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAGRANGE GA)
GA
01/04/2008 - 05/12/2010
LPL FINANCIAL CORPORATION (LAGRANGE GA)
GA
03/09/2007 - 01/09/2008
MML INVESTORS SERVICES, INC. (COLUMBUS GA)
GA
07/23/2001 - 03/05/2007
NYLIFE SECURITIES LLC (COLUMBUS GA)
BC
Issued 08/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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