Steve Adams, financial advisor Honolulu HI
96 score

Steve Adams

CRD Number: 1916417
Current Firm: Msi Financial Services, Inc.

Steve Adams (CRD# 1916417) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Honolulu, HI and has over 27 years of experience in the finance industry. Steve Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Gabe Stepanic, financial advisor Honolulu HI
Gabe Stepanic
CRD# 4620767
National Planning Corporation ("npc Of America" In Fl & Ny)
Score
103
Similar Advisors
David Chang, financial advisor Honolulu HI
David S. Chang
CRD# 5020283
Wealthbridge, Inc.
Score
98
Similar Advisors
Steven Clissold, financial advisor Honolulu HI
Steven J. Clissold
CRD# 1683617
Sjc Capital Advisors LLC
Score
98
Professional Designations
Company Name Location Dates Years
Metlife Securities Inc. Honolulu, HI Mar 2014 - Current 2
Principal Life Insurance Company Des Moines, IA May 1996 - Mar 2014 17
Princor Financial Services Corporation Honalulu, HI May 1996 - Mar 2014 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
Contact Info for Steve E. Adams
Phone Number: 800-638-8378
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, 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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Steve Adams and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.