Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Potter Matthews is a financial professional with over 18 years of experience in the financial services industry. Steven is currently registered with Calamos Financial Services LLC. Steven is a Series 6, 7, and 63 licensed representative and holds the SIE exam. Steven has been registered in 7 states. Prior to joining Calamos Financial Services LLC, Steven worked for Woodbury Financial Services, Inc. in Oakdale, MN.
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.
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.
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2
IL
03/13/2006 - Present
Calamos Financial Services LLC (NAPERVILLE IL)
MN
05/28/2004 - 11/10/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 06/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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