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. Hykes is a financial advisor with Confluence Financial Partners in McMurray, Pennsylvania. Steven has been in the industry since 2006 and has a wide range of experience in financial planning, portfolio management, and pension consulting. Steven is a registered Investment Advisor in Pennsylvania, and holds the Series 7, 6, 63, and 66 licenses. Steven also holds the SIE certification. Steven was previously employed by CETERA ADVISOR NETWORKS LLC and WALNUT STREET SECURITIES, 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.
Guidance on pension options to ensure a secure financial future.
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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2
PA
08/30/2024 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
09/03/2013 - 08/29/2024
CETERA ADVISOR NETWORKS LLC (GROVE CITY PA)
PA
10/09/2006 - 09/03/2013
WALNUT STREET SECURITIES, INC. (GROVE CITY PA)
BOTH
Issued 04/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/06/2006
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
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