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Steven Viorel

Advisor at Raymond James Financial

Updated today

Location

Hannibal, MO 63401

Credentials

Series 63, Series 65

Industry experience

21 years

About

Steven Viorel is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Century Securities Associates, Inc. He is also a partner in Tri V Investments LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory and institutional services, emphasizing tailored financial plans developed through detailed client risk profiling and supported by a broad affiliate network.

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

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

3935 Mcmasters Avenue, Suite 5

Hannibal, MO 63401

Most active in

Missouri · Texas

Work history

Raymond James Financial Services, inc.

2017 - Present (9 years)

Raymond James Financial Services Advisors Inc.

2017 - Present (9 years)

S&V Financial Investments

2017 - Present (9 years)

WELLS FARGO Advisors

2016 - 2017 (1 year)

Viorel Financial Investments, LLC

2016 - Present (10 years)

Sole member

2016 - Present (10 years)

Century Securities Associates, Inc.

2010 - 2016 (6 years)

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

Stifel Independent Advisors, LLC

Shelby Terrill is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Stifel Independent Advisors since 2016 and previously worked at AXA Advisors, LLC from 2013 to 2016. Outside of his advisory role, he co-owns and operates a coffee shop and serves on the board of the Hannibal Regional Foundation, which supports the local healthcare system, as well as on the finance council of Holy Family Catholic Church and School. Stifel Independent Advisors serves a diverse clientele including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a collaborative planning process with proprietary modeling to tailor asset allocation recommendations and delivers a wide range of financial services through its dual-registered status as a broker-dealer and SEC-registered investment adviser.

General retirement planning Income planning Wealth management
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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 credentials and 29 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation, and he has been involved with Benson Financial Group since 2007. Outside of advising, he is engaged in a business entity that supports staff operations unrelated to investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a broad platform that integrates advisory and brokerage services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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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
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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. He has worked at LPL Financial since 2024 and previously held positions at Securities America Advisors and Benson Financial Group. He also has an academic background with roles at Culver-Stockton College and East Central University. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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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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