Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steffen? Claim Your ProfileSteffen Perry is a wealth advisor with Cetera Investment Advisers LLC in Raleigh, North Carolina. Steffen has been in the securities industry since 2012. Steffen holds Series 6, 7, 63 and 66 licenses and holds a SIE. Steffen has prior experience working with SunTrust Investment Services, Inc., PNC Investments, and First Union Brokerage Services, Inc..
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
NC
11/18/2020 - Present
Cetera Investment Advisers LLC (RALEIGH NC)
NC
07/13/2018 - 12/06/2018
PNC INVESTMENTS (RALEIGH NC)
NC
03/11/2015 - 06/08/2018
SUNTRUST INVESTMENT SERVICES, INC. (CHAPEL HILL NC)
NC
11/09/1998 - 06/08/2001
CENTURA SECURITIES, INC. (KANNAPOLIS NC)
NC
11/21/1996 - 08/19/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 4/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/7/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/5/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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