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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Sunyuk Lew is an investment advisor representative with LPL Financial LLC in HUNTINGTON BEACH, CA. Steven has been in the securities industry since 1995. Steven is registered with FINRA (Financial Industry Regulatory Authority) and the state of California. Steven has previously worked at D.A. Davidson & Co. and Western International Securities, Inc. Steven holds the Series 7, Series 63 and SIE 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.
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.
Consulting and other non-discretionary advisory services
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.
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CA
06/18/2019 - Present
LPL Financial LLC (HUNTINGTON BEACH CA)
CA
04/13/2016 - 06/18/2019
WESTERN INTERNATIONAL SECURITIES, INC. (Huntington Beach CA)
CA
11/25/2013 - 04/04/2016
D.A. DAVIDSON & CO. (LONG BEACH CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (LONG BEACH CA)
CA
04/24/2009 - 11/04/2013
CROWELL, WEEDON & CO. (LONG BEACH CA)
CA
11/20/1995 - 05/13/2009
UBS FINANCIAL SERVICES INC. (LONG BEACH CA)
BC
Issued 11/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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