Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lindgren is a financial advisor registered with Crown Wealth Group LLC. Steven has been in the financial industry for over 10 years. Steven holds licenses and certifications for Series 7, Series 63, Series 66, Series 86, and Series 87. Steven has experience working with a range of clients including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Steven focuses on providing financial planning and portfolio management services to clients. Steven is also a board member of the Charlotte Economics Club.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
On-going financial planning/ personal cfo services/estate planning
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.
Selection of other advisers
1
2
NC
03/08/2019 - Present
Crown Wealth Group LLC (CHARLOTTE NC)
NC
09/25/2013 - 03/06/2019
QUESTAR CAPITAL CORPORATION (CHARLOTTE NC)
MN
02/14/2012 - 09/09/2013
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
NY
04/16/2010 - 05/25/2011
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BOTH
Issued 06/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2013
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/25/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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