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 Karmelin is an investment advisor representative with over 20 years of experience in the financial services industry. Steven is registered with RBC Capital Markets, LLC in Florida and Texas. Before joining RBC Capital Markets, LLC, Steven worked at J. B. Hanauer & Co. and First Union Securities, Inc.. Steven has a wide range of experience in the industry and is dedicated to providing clients with personalized financial advice.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
FL
07/21/2016 - Present
RBC Capital Markets, LLC (BOCA RATON FL)
FL
03/01/2002 - 10/09/2009
J. B. HANAUER & CO. (WEST PALM BEACH FL)
MO
10/01/2000 - 12/04/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
06/22/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
TX
01/18/2000 - 06/07/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
01/18/2000 - 06/07/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MN
02/04/1998 - 12/20/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/03/1998 - 12/20/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/24/1997 - 11/28/1997
BLUESTONE CAPITAL PARTNERS, L.P. (NEW YORK NY)
NY
04/25/1997 - 05/16/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Steven Karmelin is the right advisor for you? Invested Better is here to help.
