Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Ryan Chodan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm based in New York, New York. Steven has been in the financial industry since 2003 and has a strong track record of success in providing financial guidance to clients. Steven has held licenses with several firms over the years, including BANC OF AMERICA INVESTMENT SERVICES, INC. and CHASE INVESTMENT SERVICES CORP. Steven holds the Series 6, 7, 10, 24, and 63 licenses. Steven is registered in New York and specializes in providing financial advice to individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
CT
02/05/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GREENWICH CT)
NY
04/22/2004 - 01/10/2007
CHASE INVESTMENT SERVICES CORP. (YORKTOWN HEIGHTS NY)
NJ
07/22/2003 - 04/12/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 07/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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