Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven McEvilly is a financial advisor at BFC Planning, Inc., an investment advisory firm with offices in Cedar Rapids, Iowa and Longwood, Florida. Steven has been in the financial services industry since August 18, 1986. Steven is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is also registered as an investment advisor representative with the state of Florida. Steven offers a variety of financial services including financial planning, portfolio management for individuals, and selection of other advisors.
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.
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.
Solicitor fee
1
2
FL
07/12/2017 - Present
BFC Planning, Inc. (Longwood FL)
CA
08/03/2004 - 11/21/2005
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
AL
07/09/2003 - 04/12/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
TX
05/13/1987 - 01/29/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
11/20/1985 - 06/09/1987
EQUICO SECURITIES, INC.
NA
11/20/1985 - 06/02/1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 05/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/1998
Series 24 - General Securities Principal Examination
BC
Issued 06/22/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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