Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven McGovern is a financial advisor who has been working in the industry since 1996. Currently, Steven is registered with LPL Financial LLC. Steven has been working with LPL Financial LLC since 2016 and has an active registration as a registered representative and investment advisor representative in the state of New Jersey. Prior to joining LPL Financial LLC, Steven was registered with SUMMIT EQUITIES, INC.
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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2
NJ
03/28/2016 - Present
LPL Financial LLC (WALL TOWNSHIP NJ)
NJ
08/08/1996 - 12/11/2001
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
IA
Issued 04/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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