Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Savage is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. based in Vancouver, WA. He has been in the industry since December 20, 1995. He is a Certified Financial Planner with a focus on financial planning, portfolio management for businesses and individuals, pension consulting and other investment advisory services. He holds licenses in 20 states and has been actively licensed in Washington, Oregon, Idaho, Montana, California, Georgia, Nevada, Arizona, Illinois, Nebraska, Maryland, Oklahoma, Alaska, Oregon, Tennessee, Kansas, Texas, and Minnesota. Prior to Raymond James Financial Services Advisors, Inc. he was affiliated with Edward Jones.
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
WA
12/11/2014 - Present
Raymond James Financial Services Advisors, Inc. (VANCOUVER WA)
WA
12/21/1995 - 11/20/2014
EDWARD JONES (VANCOUVER WA)
BOTH
Issued 1/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/2/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/9/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/30/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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