Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Robert Heeley is a financial advisor at Edward Jones, and has been in the industry since August 26, 1992. Steven has passed the Series 63, Series 7, Series 9, Series 10, Series 24, and SIE exams, and is registered to provide investment advice in 37 states. In addition to his role at Edward Jones, Steven is a Registered Representative, providing investment advice to individuals and businesses. Steven has worked at Edward Jones since December 1993.
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.
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.
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.
See schedule d - miscellaneous
1
2
MO
10/01/2014 - Present
Edward Jones (Webster Groves MO)
MO
01/27/1993 - 12/03/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NY
09/18/1991 - 03/28/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BC
Issued 10/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/23/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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