Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Meier is a financial advisor at Commonwealth Financial Network, and has been in the industry since April 11, 2000. Previously, Steven Meier was a registered representative at MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, A.G. Edwards & Sons, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven Meier holds the Series 66, SIE, and Series 7 licenses. Steven Meier specializes in providing financial planning and investment advice for individuals, corporations and charitable organizations.
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.
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
IN
09/22/2017 - Present
Commonwealth Financial Network (Carmel IN)
IN
03/25/2017 - 09/26/2017
MML INVESTORS SERVICES, LLC (INDIANAPOLIS IN)
IN
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
09/17/2007 - 01/02/2015
NEW ENGLAND SECURITIES (INDIANAPOLIS IN)
IN
06/21/2002 - 09/19/2007
A. G. EDWARDS & SONS, INC. (INDIANAPOLIS IN)
NY
04/12/2000 - 06/24/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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