Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Flodder is a financial advisor with Equitable Advisors, LLC. Steven has been in the financial services industry since June 1999. Steven has a wide range of experience in the financial industry including a variety of certifications. Steven holds multiple securities licenses and is registered with the Financial Industry Regulatory Authority (FINRA). Steven's specialties include portfolio management for individuals and businesses, financial planning and pension consulting. Steven is also active in the community, serving on the Board of Directors for the Katy Family YMCA.
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.
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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TX
01/07/2019 - Present
Equitable Advisors, LLC (KATY TX)
NY
06/29/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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