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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Aiken is a financial advisor with over 20 years of experience in the financial industry. Steven Aiken is a registered representative and investment advisor representative with Commonwealth Financial Network. Steven Aiken is also a co-owner of Aiken Financial Planning, LLC, a private entity established to facilitate securities, advisory, and insurance business. Steven Aiken has held previous positions with Infinex Investments, Inc., LPL Financial LLC, Lincoln Financial Securities Corporation, BancNorth Investment Group, Inc., Quest Capital Strategies, Inc., and Fidelity Brokerage Services LLC. Steven Aiken is licensed in Arizona, Florida, Massachusetts, New Hampshire, New York, North Carolina, Rhode Island, South Carolina, Virginia, and Wisconsin. Steven Aiken specializes in providing financial planning, portfolio management, and insurance services to individuals, families, businesses, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NH
10/12/2022 - Present
Commonwealth Financial Network (Moultonborough NH)
NH
02/18/2014 - 09/06/2022
INFINEX INVESTMENTS, INC. (MEREDITH NH)
NH
04/26/2010 - 02/19/2014
LPL FINANCIAL LLC (MEREDITH NH)
NH
08/18/2009 - 04/27/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (MEREDITH NH)
NH
02/09/2006 - 07/20/2009
BANCNORTH INVESTMENT GROUP, INC. (BEDFORD NH)
CA
10/13/2003 - 11/05/2004
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
RI
03/14/2001 - 09/11/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 05/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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