Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven McGavran is a financial advisor with Raymond James Financial Services Advisors, Inc.. Steven has been in the financial industry for over 30 years, and has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Steven offers a variety of financial services, including financial planning, investment management, and insurance. Steven is registered with the Securities and Exchange Commission (SEC) and holds Series 7, 24, and 63 securities licenses. Steven is also a registered Investment Advisor Representative (IAR) in Kansas and Missouri.
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
KS
07/25/2013 - Present
Raymond James Financial Services Advisors, Inc. (PITTSBURG KS)
PA
06/30/2008 - 07/09/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NC
01/12/2005 - 06/09/2008
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
CT
08/09/2004 - 01/25/2005
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
IL
04/19/1996 - 08/19/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
WI
07/20/1995 - 03/04/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
FL
08/17/1993 - 07/26/1995
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 05/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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