Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Taber is a financial advisor with over 25 years of experience in the industry. Currently, Steven is a registered representative at M Holdings Securities, Inc. Steven is licensed to provide financial services in New York, Texas, and Washington. In addition to his Series 6 and SIE licenses, Steven also has a Series 63 license. Steven has worked for several prominent firms in the past, including LION STREET FINANCIAL, LLC, THE LEADERS GROUP, INC., and ING FINANCIAL PARTNERS, INC. Steven is a highly experienced and qualified financial advisor with a proven track record of success.
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.
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
TX
07/11/2022 - Present
M Holdings Securities, Inc. (Dallas TX)
TX
01/06/2021 - 05/25/2022
LION STREET FINANCIAL, LLC (AUSTIN TX)
CO
01/10/2013 - 12/31/2020
THE LEADERS GROUP, INC. (LITTLETON CO)
TX
03/17/2004 - 12/31/2012
ING FINANCIAL PARTNERS, INC. (DALLAS TX)
CA
04/11/2002 - 01/08/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
MA
01/01/2002 - 04/23/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/31/2001 - 01/01/2002
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
NY
05/04/1998 - 05/19/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/22/1997 - 04/24/1998
SMITH BARNEY INC. (NEW YORK NY)
CT
12/02/1996 - 08/29/1997
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
09/19/1995 - 10/10/1996
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
BC
Issued 10/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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