Steven HeckCRD Number: 5304793
Current Firm: Axa Advisors, LLC
Steven Heck (CRD# 5304793) is an Investment Advisor Representative working at Axa Advisors, LLC in Creve Coeur, MO and has over 9 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Axa Advisors, LLC||New York, NY||Mar 2006 - Current||11|
|Kohner Property||St. Louis, MO||Jul 2005 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV