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 O'Leary is a financial advisor with over 28 years of experience in the financial services industry. Steven is currently registered with Keel Point, LLC in McLean, Virginia. Steven has been in the industry since 1994 and has worked with various firms throughout his career.
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.
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 service to third-party ria
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
11/17/2022 - Present
Keel Point, LLC (McLean, Virginia VA)
MD
12/13/2010 - 11/22/2022
VALIC FINANCIAL ADVISORS, INC. (LINTHICUM HEIGHTS MD)
CO
04/06/2009 - 11/26/2010
WORLD CAPITAL BROKERAGE, INC. (DENVER CO)
VA
01/02/2009 - 03/31/2009
PURSHE KAPLAN STERLING INVESTMENTS (RICHMOND VA)
VA
02/21/2006 - 01/07/2009
CITIGROUP GLOBAL MARKETS INC. (RICHMOND VA)
MD
07/12/2002 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
VA
05/05/1999 - 07/22/2002
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
10/08/1997 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
GA
11/16/1994 - 10/14/1997
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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