Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Singleton is an investment advisor representative at Raymond James Investment Management. Steven has been in the financial industry since 1993. Steven is registered to offer investment advice in California and Florida. Steven previously worked at Blaylock Van, LLC, Robert Van Securities, Inc., First Montauk Securities Corp., Transglobal Investments Inc. and FactSet Data Systems, Inc.. Steven is also a licensed broker and holds the Series 63, Series 65, Series 7, Series 24, Series 86, and Series 87 licenses.
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.
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.
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.
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2
FL
10/29/2020 - Present
Raymond James Investment Management (ST PETERSBURG FL)
CA
12/21/2007 - 09/30/2020
BLAYLOCK VAN, LLC (OAKLAND CA)
CA
02/02/1997 - 12/21/2007
ROBERT VAN SECURITIES, INC. (OAKLAND CA)
NJ
12/01/1995 - 12/31/1998
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NA
08/28/1993 - 11/28/1995
TRANSGLOBAL INVESTMENTS INC.
CT
01/25/1993 - 09/22/1993
FACTSET DATA SYSTEMS, INC. (NORWALK CT)
IA
Issued 02/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/11/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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