Steven Bliss, financial advisor Traverse City MI
83 score

Steven Bliss

CRD Number: 1000174
Current Firm: Fsc Securities Corporation

Steven Bliss (CRD# 1000174) is an Investment Advisor Representative working at Fsc Securities Corporation in Traverse City, MI and has over 35 years of experience in the finance industry.

Similar Advisors
Derek Dall Olmo, financial advisor Traverse City MI
Derek P. Dall Olmo
CRD# 5138728
Ameriprise Financial Services, Inc.
Score
101
Similar Advisors
Pamela Boyce, financial advisor Traverse City MI
Pamela K. Boyce
CRD# 5941952
Amelia Advisors
Score
98
Similar Advisors
John Puetz, financial advisor Traverse City MI
John C. Puetz
CRD# 4351483
Lejeune Puetz Investment Counsel
Score
98
Company Name Location Dates Years
Fsc Securities Corporation Traverse City, MI Jan 1996 - Current 20
Larkin Insurance Group Traverse City, MI Jan 1991 - Current 25
Larkin Life & Health Traverse City, MI Mar 1986 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1981
S65 NASAA Investment Advisors Law Examination Apr 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Steven L. Bliss
Phone Number: 1-800-547-2382
Firm Website: http://www.fscorp.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    5,630
    MILLIONS
  • Total Number of Accounts
    24,779
    ACCOUNTS
  • Average Account Value
    $227,192
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, 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

Ready to hire a financial advisor? Get competitive proposals from Steven Bliss and other advisors.
BADGES
83

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.