Steven AbbettCRD Number: 6367809
Current Firm: Securian Financial Services, Inc.
Steven Abbett (CRD# 6367809) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Rockville, MD and has over 7 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Green Anchor LLC||Gaithersburg, MD||Jul 2020 - Current||2|
|Securian Financial Services Inc.||St. Paul, MN||Jul 2014 - Current||8|
|Minnesota Life||St. Paul, MN||Jul 2014 - Current||8|
|Financial Advantage Associates||Rockville, MD||Jul 2014 - Current||8|
|Towson University||Towson, MD||Aug 2009 - May 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2015|
Total Assets Under Management22,211MILLIONS
Total Number of Accounts66,500ACCOUNTS
Average Account Value$334,000
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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