Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Sellers is a financial professional with over 25 years of experience in the industry. Steven is currently registered with Oppenheimer & Co. Inc. in Tampa, Florida. Steven has been a registered representative with this firm since May 2015. Prior to joining Oppenheimer & Co. Inc. Steven was with Ameriprise Financial Services, Inc., also in Tampa, Florida, from 2009 to 2015. Steven holds the Series 7, Series 31, Series 63, and Series 66 licenses, as well as the SIE exam. Steven specializes in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
05/06/2015 - Present
Oppenheimer & Co. Inc. (TAMPA FL)
FL
10/05/2009 - 05/14/2015
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
FL
03/02/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (TAMPA FL)
FL
02/20/1997 - 03/08/2007
A. G. EDWARDS & SONS, INC. (TAMPA FL)
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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