Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Paul Saunders is a financial advisor at Fisher Investments. Steven has been working in the financial services industry since December 22, 2006. Steven holds the Series 6, 7, 63, and 66 licenses. Steven also has the SIE license and the Certified Financial Planner designation. Steven is registered to offer investment advice in Alabama, Arizona, California, Connecticut, Florida, Georgia, Illinois, Maryland, Michigan, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. Steven was previously employed at T. Rowe Price Investment Services, Inc., Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., and Intersecurities, Inc.
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.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
09/17/2024 - Present
Fisher Investments (Tampa FL)
FL
09/18/2007 - 08/20/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
TN
02/13/2007 - 09/06/2007
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
01/11/2007 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (TAMPA FL)
FL
08/08/2006 - 09/21/2006
INTERSECURITIES, INC. (TAMPA FL)
BOTH
Issued 09/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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