Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Thomas Healey is a financial advisor with Ameriprise Financial Services, LLC. Steven has been a financial advisor since 1989. Steven is registered with the state of Massachusetts and holds the Series 63, Series 7, Series 24 and SIE licenses. Steven has worked for a number of firms including Mutual of Omaha Investor Services, Inc., LPL Financial Corporation and Commonwealth Financial Network. Steven also holds the Uniform Investment Adviser Law Examination license. Steven provides a variety of financial services including financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors and portfolio management for businesses and individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MA
11/11/2015 - Present
Ameriprise Financial Services, LLC (Norwood MA)
MA
09/12/2011 - 11/13/2015
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BRAINTREE MA)
MA
08/18/2006 - 03/25/2010
LPL FINANCIAL CORPORATION (SOUTH EASTON MA)
MA
07/02/1998 - 08/25/2006
COMMONWEALTH FINANCIAL NETWORK (SOUTH EASTON MA)
MN
05/23/1989 - 07/22/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/23/1989 - 07/22/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Healey is the right advisor for you? Invested Better is here to help.
