Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Fleck is a financial advisor with Packerland Brokerage Services, Inc. and has over 25 years of experience in the financial services industry. Steven has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Steven is also registered with the states of Colorado, Florida, Georgia, Indiana, Kentucky, North Carolina, Ohio, West Virginia, and Wisconsin. In addition to his investment advisory services, Steven also offers insurance related sales for life, health, fixed annuities, index annuities, LTC, and DI.
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.
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
OH
11/11/2014 - Present
Packerland Brokerage Services, Inc. (Akron OH)
OH
05/13/2010 - 12/19/2014
INVESTMENT NETWORK, INC. (CANTON OH)
OH
11/01/2005 - 05/10/2010
WOODBURY FINANCIAL SERVICES, INC. (AKRON OH)
NY
06/01/2005 - 11/18/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/31/1996 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 03/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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