Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Scott Martin is a financial advisor in RICHMOND, VA. Steven has been working in the financial industry since 2004. Currently, Steven is registered with Davenport & Co. LLC. In the past, Steven worked at WELLS FARGO CLEARING SERVICES, LLC. Steven has passed the Series 66, Series 7, and SIE exams. Steven holds the Certified Financial Planner designation. Steven has been registered with the state of Texas as an Investment Advisor Representative since 2023. Steven has also been registered with the state of Virginia as an Investment Advisor Representative since 2017.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
10/25/2017 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
04/19/2004 - 10/26/2017
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
BOTH
Issued 05/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2004
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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