Unclaimed
Dehaven Becker is a financial advisor with over 15 years of experience in the industry. Dehaven Becker is currently registered with Steward Partners Investment Advisory, LLC and has a branch office in Fort Collins, CO and New York, NY. Prior to joining Steward Partners Investment Advisory, LLC, Dehaven Becker was associated with Raymond James Financial Services, Inc. and RBC Capital Markets, LLC. Dehaven Becker is a Certified Financial Planner and holds the Series 66, Series 7, Series 31, and SIE licenses. Dehaven Becker provides financial consulting, financial planning, portfolio management for individuals, and pension consulting services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
02/25/2021 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
CO
02/25/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Ft. Collins CO)
CO
03/03/2008 - 03/09/2021
RBC CAPITAL MARKETS, LLC (FORT COLLINS CO)
BOTH
Issued 03/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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