AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SC

Steven Clover

CNL SECURITIES
ORLANDO, FL 32801
Some features on this profile are disabled
CRD#: 2873509
SC

Professional summary


Steven Clover, CFP®, who also goes by Steven Scott Clover, is a registered financial professional currently at CNL SECURITIES CORP. located in Orlando, Florida.

Steven is registered as a RR (Registered Representative) and started their career in finance in 1997. Steven has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steven Scott Clover

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Steven Clover's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

February 22, 2021 - Present

CNL SECURITIES CORP.

Office #1: 450 South Orange Avenue Suite 1300, Orlando, FL 32801
BD
CRD#: 10356
ORLANDO, FL
Past

February 12, 1998 - March 4, 2019

CNL SECURITIES CORP.

BD
CRD#: 10356
CARLSBAD, CA
Past

June 20, 1997 - February 11, 1998

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/22/2021)
RR
Florida
(8/25/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 10/13/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/11/2003
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


CS
CNL SECURITIES CORP.
CENTENNIAL INVESTMENT COMPANY | CNL SECURITIES CORP. | CNL INVESTMENT COMPANY | CNL

CRD#: 10356 / SEC#: , 8-26901

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
450 South Orange Avenue Suite 1300, Orlando, FL 32801
Mailing Address
P.o Box 4920, Orlando, FL 32802-4920
Phone number
(407) 650-1000
Established
Florida since 11/13/1979
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CNL FINANCIAL GROUP, INC.PARENT COMPANY OF CNL SECURITIES CORP.
BOYCE, KATHLEEN ANNECHIEF COMPLIANCE OFFICER3086688
HELMS, BRACKSTON EDWARDCO-PRESIDENT2730942
MUJA, GZIMCO-PRESIDENT2916434
MUJA, GZIMNATIONAL SALES DIRECTOR2916434
TURNER, TRACY JEANNECHIEF FINANCIAL OFFICER, FINOP & TREASURER6122300

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CNL SECURITIES CORP.

CRD#: 10356Orlando, FL 32801

TRUST BUT VERIFY

Monitor Steven Clover

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Michael Edward Chadwick
Michael ChadwickAdvisorCheck Check Mark
FISCAL WISDOM WEALTH MANAGEMENT LLC
IAR
RR
Canton, CT
SH
Shih Ting HungAdvisorCheck Check Mark
GOLDMAN SACHS & CO. LLC
PR
NEW YORK, NY
Natalie Weaver Stenehjem
Natalie StenehjemAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
San Diego, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics