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Steven Christopher Viorel

Advisor at Raymond James Financial — Hannibal, MO

Updated today

Credentials

Series 63, Series 65

Experience

22 years

Location

Hannibal, MO 63401

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,974 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Steven Viorel is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2017, following a year at Wells Fargo Advisors. Outside of advising, he is a partner in Tri V Investments LLC and is involved with S&V Financial Investments, a support business for his advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, employing non-discretionary strategies tailored to client goals. The firm supports a large advisor network and offers specialized programs, including municipal advisory services and SIMPLE IRA Employer Consulting.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Hannibal, MO

3935 Mc Masters Avenue, Suite 5

Hannibal MO 63401

Advisors at this office

2

Most active in

Missouri · Texas

Work history

22 years of industry experience

Raymond James Financial Services Advisors INC.

2017 - Present • 9 years

Hannibal, MO

Raymond James Financial Services, inc.

2017 - Present • 9 years

Hannibal, MO

S&V Financial Investments

2017 - Present • 9 years

Hannibal, MO

WELLS FARGO Advisors

2016 - 2017 • 1 year

Hannibal, MO

Sole member

2016 - Present • 10 years

Hannibal, MO

Viorel Financial Investments, LLC

2016 - Present • 10 years

Hannibal, MO

Stifel Independent Advisors, LLC

2011 - 2016 • 5 years

MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Albert P

Series 63, Series 65

Hannibal, MO

Pettibone Wealth Management, LLC

Albert Pettibone is a financial advisor at Pettibone Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Pettibone Wealth Management since 2008. Pettibone Wealth Management provides discretionary and non-discretionary investment management services to individuals, trusts, small businesses, and employee retirement plans. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, utilizing institutional research and a combination of long-term and tactical strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business sale tax planning
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Shelby T

Series 66

Hannibal, MO

Momentum Independent Network Inc.

Shelby Terrill is a financial advisor at Momentum Independent Network Inc. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Independent Advisors, LLC for 10 years. Outside of his advisory role, Terrill is a co-owner and operator of a local coffee shop in Hannibal, MO, and serves on the board of the Hannibal Regional Foundation, a nonprofit supporting the local healthcare system, as well as the finance council for Holy Family Catholic Church and School. Momentum Independent Network Inc. serves individuals, corporate and institutional clients, and retirement plans with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of discretionary and non-discretionary portfolios through multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
user avatar

Patrick B

Series 63, Series 65

Hannibal, MO

LPL Financial

Patrick Benson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Securities America Advisors and National Planning Corporation, and he has operated Benson Financial Group since 2007. Outside of his advisory work, Benson owns and manages several business entities related to insurance and tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technological tools and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Bradley K

Series 66

Hannibal, MO

Edward Jones

Bradley Kurz is a financial advisor with Edward Jones in Hannibal, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, Kurz serves on the Board of Directors for Hannibal Regional Health System and is chairman of the Missouri United Methodist Conference Finance and Administration committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Aaron H

Series 66

Hannibal, MO

LPL Financial

Aaron Hill is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. His prior roles include positions at Securities America Advisors and Benson Financial Group. He has also worked in academic settings at Culver-Stockton College and East Central University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing various investment strategies supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Kathy Q

Series 66

Hannibal, MO

Edward Jones

Kathy Quinn is a financial advisor with Edward Jones in Hannibal, MO, holding the Series 66 designation and 19 years with the firm. She has two years of industry experience and also works part-time in customer service for a retail catalog company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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