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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven English is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Lewiston, Maine. Steven has been in the industry since 1996 and is registered with the state of Maine as an investment advisor representative. Previously, Steven worked at INVEST Financial Corporation, CETERA INVESTMENT SERVICES LLC, TD WEALTH MANAGEMENT SERVICES INC., and BANCNORTH INVESTMENT GROUP, 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.
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
ME
02/15/2017 - Present
Raymond James Financial Services Advisors, Inc. (LEWISTON ME)
ME
05/20/2016 - 02/21/2017
INVEST FINANCIAL CORPORATION (GRAY ME)
ME
04/06/2010 - 11/30/2015
CETERA INVESTMENT SERVICES LLC (SOUTH PORTLAND ME)
ME
11/17/2009 - 02/17/2010
TD WEALTH MANAGEMENT SERVICES INC. (PORTLAND ME)
ME
01/01/2005 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (PORTLAND ME)
MN
06/06/2001 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
10/30/1997 - 06/06/2001
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
MA
07/11/1995 - 05/06/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BOTH
Issued 08/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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