Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Wayne Dorman is a financial advisor with over 48 years of experience in the financial services industry. Steven has been with Global Retirement Partners LLC since 2015. Prior to that, Steven was with MML Investors Services, LLC for 25 years and Personal Economics Securities Corporation for 8 years. Steven provides financial planning, portfolio management, and retirement plan consulting services. Steven is a Registered Representative and Investment Advisor Representative and holds the Series 7TO, Series 63, Series 65, Series 1, and Series 24 licenses. Steven also holds the Chartered Financial Consultant designation.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
11/13/2015 - Present
Global Retirement Partners LLC (MCLEAN VA)
VA
06/17/1987 - 12/06/2012
MML INVESTORS SERVICES, LLC (MCLEAN VA)
NA
10/03/1978 - 06/25/1987
PERSONAL ECONOMICS SECURITIES CORPORATION
NA
03/15/1974 - 06/22/1987
PENN MUTUAL EQUITY SERVICES, INC.
IA
Issued 07/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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