Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Richard Lanier is a financial advisor who has been in the industry since 2011. He is registered with Raymond James Financial Services Advisors, Inc. and has a Series 6, 7TO, and 63 licenses. He is also a Registered Investment Advisor in Massachusetts. Steven's career has included roles with various financial institutions, including People's Securities, Inc., Infinex Investments, Inc., Hartford Equity Sales Company Inc., and LPL Financial LLC. He has been with Raymond James since February 2022. He is also an Associate with PeoplesBank. Steven provides financial planning and investment advice to individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
09/10/2024 - Present
Raymond James Financial Services Advisors, Inc. (Chicopee MA)
CT
07/29/2020 - 11/03/2021
LPL FINANCIAL LLC (SOUTHINGTON CT)
MA
12/23/2019 - 07/15/2020
PEOPLE'S SECURITIES, INC. (Westfield MA)
MA
06/04/2018 - 12/24/2019
INFINEX INVESTMENTS, INC. (Westfield MA)
CT
11/20/2015 - 11/03/2017
GLOBAL ATLANTIC DISTRIBUTORS, LLC (HARTFORD CT)
CT
12/19/2000 - 01/27/2006
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IA
Issued 06/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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