Steven Hart (CRD# 5927063) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Tampa, FL and has over 12 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Bank | Tampa, FL | Apr 2024 - Current | < 1 |
| Fifth Third Securities | Tampa, FL | Apr 2024 - Current | < 1 |
| Next Financial Group, Inc. | Houston, TX | Aug 2023 - Current | < 1 |
| Next Financial Group | Houston, TX | Aug 2023 - Mar 2024 | < 1 |
| Fisher Investments | Tampa, FL | Dec 2020 - Aug 2023 | 2 |
| Fisher Investments | Tampa, FL | Dec 2020 - Aug 2023 | 2 |
| Unemployed | Atlanta, FL | Nov 2020 - Dec 2020 | < 1 |
| Personal Capital | Atlanta, GA | Dec 2019 - Oct 2020 | < 1 |
| Personal Capital | Atlanta, GA | Dec 2019 - Oct 2020 | < 1 |
| Charles Schwab & Company, Inc. | Atlanta, GA | Sep 2015 - Dec 2019 | 4 |
| Charles Schwab Bank | Atlanta, GA | Sep 2015 - Dec 2019 | 4 |
| Charles Schwab & Company, Inc. | Atlanta, GA | Sep 2015 - Dec 2019 | 4 |
| E*trade Capital Management, LLC | Alpharetta, GA | Feb 2014 - Sep 2015 | 1 |
| E*trade Securities LLC | Alpharetta, GA | Feb 2014 - Sep 2015 | 1 |
| E*trade Securities LLC | Alpharetta, GA | Feb 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
| S63 | Uniform Securities State Law Examination | Jan 2024 |
- FL
-
Total Assets Under Management7,983MILLIONS
-
Total Number of Accounts40,143ACCOUNTS
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Average Account Value$198,861
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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