Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven R. Burgess is a financial professional with over 20 years of experience in the financial services industry. Steven is currently registered with Planmember Securities Corp. as an Investment Advisor Representative in New York. Steven's career in finance began in 2001, working as a self-employed insurance agent. Steven has a wide range of experience in financial services, with prior experience in investment supervisory services, financial planning, pension consulting, and educational seminars. Steven is committed to providing his clients with the highest quality of service and advice.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/12/2024 - Present
Planmember Securities Corp. (Horseshoe Bay TX)
NY
10/31/2022 - 12/22/2023
LPL FINANCIAL LLC (SYRACUSE NY)
NY
08/11/2021 - 10/31/2022
PRUCO SECURITIES, LLC. (Jamesvillev NY)
NY
08/23/2012 - 08/12/2021
PLANMEMBER SECURITIES CORPORATION (FARMINGVILLE NY)
CA
03/06/2009 - 08/24/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
FL
04/26/2006 - 03/27/2009
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
TN
09/12/2005 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (ANTIOCH TN)
IA
Issued 07/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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