Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steinar? Claim Your ProfileSteinar Jewett is an Investment Advisor Representative at Illumination Wealth Management. Steinar holds the Series 65 license, and is registered as an Investment Advisor in California and Indiana. Steinar provides financial planning, wealth management, and pension consulting services to clients. Steinar has 112 high-net-worth individual clients, 100 individuals other than high-net-worth, and 11 pension and profit-sharing plan clients. Steinar has been involved in the financial services industry for over 5 years. Steinar is a Certified Financial Planner. Steinar has a strong background in finance and investment management, and is committed to providing high-quality financial advice to clients.
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.
Personalized portfolio management to meet individual financial objectives.
Wealth management
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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CA
08/15/2023 - Present
Illumination Wealth Management (SAN DIEGO CA)
IA
Issued 02/24/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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