Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Talley is a financial advisor at Truist Advisory Services, Inc. with over 13 years of experience in the financial services industry. Steven is licensed to provide investment advice in multiple states, including Pennsylvania, Texas, and California. Steven holds the Series 6, 7, 31, and 66 securities licenses, as well as the SIE exam. Steven provides financial planning services, portfolio management services for individuals and businesses, and publishes financial periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
PA
09/10/2021 - Present
Truist Advisory Services, Inc. (WARMINSTER PA)
PA
11/09/2018 - 01/04/2021
SANTANDER SECURITIES LLC (North Wales PA)
PA
01/23/2017 - 10/22/2018
LPL FINANCIAL LLC (FT WASHINGTON PA)
PA
11/24/2014 - 01/23/2017
SANTANDER SECURITIES LLC (NORTH WALES PA)
PA
12/20/2012 - 11/18/2014
CCO INVESTMENT SERVICES CORP. (NEWTOWN SQUARE PA)
PA
06/03/2009 - 11/15/2012
WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)
BOTH
Issued 03/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 02/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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