Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Ray Studebaker is a financial advisor registered with LPL Financial LLC. Steven has been in the financial industry since 1994 and holds the Series 7, Series 63, and Series 65 licenses. Steven has experience working with clients of all sizes, including high-net-worth individuals, corporations, and charitable organizations. Steven has a strong understanding of the financial markets and a commitment to helping clients reach their financial goals. Steven is currently based out of Hendersonville, NC. In addition to working with LPL Financial, Steven also owns and operates a real estate rental business. Steven is a dedicated and experienced financial advisor who can help you achieve your financial goals.
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.
Consulting and other non-discretionary advisory 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
NC
01/16/2025 - Present
LPL Financial LLC (HENDERSONVILLE NC)
NC
03/07/2003 - 07/20/2010
NEXT FINANCIAL GROUP, INC. (HENDERSONVILLE NC)
MO
10/01/1996 - 03/31/2003
FFP SECURITIES, INC. (CHESTERFIELD MO)
MN
06/22/1994 - 10/04/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/22/1994 - 10/04/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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