Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Gordon Steiner is a financial advisor with over 20 years of experience in the industry. Bart is registered in Idaho and Utah and currently works at Farmers Financial Solutions, LLC. Bart was previously registered with Chase Investment Services Corp., OneAmerica Securities, Inc. and First Western Advisors. Bart is also a Series 63, Series 7 and Series 65 licensed representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
UT
05/16/2012 - Present
Farmers Financial Solutions, LLC (WEST JORDAN UT)
ID
03/18/2008 - 01/19/2011
CHASE INVESTMENT SERVICES CORP. (IDAHO FALLS ID)
UT
02/09/2004 - 03/19/2008
ONEAMERICA SECURITIES, INC. (MURRAY UT)
UT
06/23/2003 - 02/02/2004
FIRST WESTERN ADVISORS (HOLLADAY UT)
RI
09/05/1996 - 10/30/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 04/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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