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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 Eckroth is an Investment Advisor Representative at Gradient Advisors, LLC. Steven has been in the industry since 2002 and is registered with the state of Pennsylvania. He is a Series 6, 7, 26, 63, and 65 licensed professional. Steven has worked with numerous clients over the years, building a reputation for being an experienced and dedicated financial professional. Prior to joining Gradient Advisors, LLC, Steven was with Thrivent Investment Management Inc. and Wells Fargo Clearing Services, LLC. Steven specializes in financial planning, pension consulting, and selection of other advisors. He works with individuals, high-net-worth individuals, corporations, and other businesses. Steven is committed to providing his clients with the highest level of service and expertise.
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.
Referral fees
1
2
PA
04/29/2021 - Present
Gradient Advisors, LLC (Newton Square PA)
PA
04/29/2019 - 02/19/2021
THRIVENT INVESTMENT MANAGEMENT INC. (NEWTON SQUARE PA)
PA
03/30/2009 - 10/27/2017
WELLS FARGO CLEARING SERVICES, LLC (PHILADELPHIA PA)
PA
10/20/2004 - 03/16/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BLUE BELL PA)
NY
10/20/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
PA
05/17/2002 - 11/05/2003
WHARTON EQUITY CORPORATION (WAYNE PA)
IA
Issued 06/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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