Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Curry is a financial advisor who has been in the industry since August 19, 2010. Steven is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC in New Jersey. Steven is also registered with the states of California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Maine, Maryland, Massachusetts, Missouri, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Vermont, Virginia and Washington. Steven has a Series 66, Series 7 and SIE license. Steven is a CERTIFIED FINANCIAL PLANNER™. Steven specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Steven has worked with Woodbury Financial Services, Inc. and Securian Financial Services, Inc. in the past.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/29/2024 - Present
Kestra Advisory Services, LLC (Tinton Falls NJ)
NJ
07/18/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TINTON FALLS NJ)
NJ
08/20/2010 - 08/08/2018
SECURIAN FINANCIAL SERVICES, INC. (WALL NJ)
BOTH
Issued 03/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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