Steven MinningerCRD Number: 5288131
Current Firm: Securities America Advisors, Inc.
Steven Minninger (CRD# 5288131) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stamford, CT and has over 9 years of experience in the finance industry. Steven Minninger 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.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Securities America Inc.||Lavista, NE||Mar 2010 - Current||6|
|Securities America Advisors||Lavista, NE||Mar 2010 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Westport, CT||Jan 2007 - Mar 2010||3|
|Penpower, Inc.||Tampa, FL||Mar 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops