Steven Tynan (CRD# 7122610) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Springfield, MA and has over 2 years of experience in the finance industry.
CRD# 2093525
Integrated Wealth Concepts LLC
CRD# 6423673
Ubs Financial Services Inc.
CRD# 1748546
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates Inc. | Springfield, MA | Jan 2021 - Current | 3 |
| Raymond James & Associates, Inc. | Springfield, MA | May 2019 - Jan 2021 | 1 |
| Unemployed Full Time Student | Chicopee, MA | Oct 2016 - Apr 2019 | 2 |
| Teagno Construction | Amherst, MA | Sep 2015 - Sep 2016 | 1 |
| School: Associates Dregree | Greenfield, MA | Feb 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- CT
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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