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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Haney is a financial advisor with Cetera Investment Advisers LLC. Stephen has been in the industry since 2015 and has a Series 66 license. Stephen also holds a Series 7 and SIE licenses. Stephen has worked with Securian Financial Services, Inc. and Securian Advisor Midamerica, Inc. in the past. Stephen is registered in Arkansas, Florida, Iowa, Kansas, Oklahoma, Texas, and Virginia. Stephen is a volunteer for OKEQ and BNI- Midtown Money Makers and is an agent/broker for Catalyst Benefits Group, Haney Financial Services, and Sama Fixed Insurance. Stephen's current firm is Cetera Investment Advisers LLC.
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
OK
08/10/2023 - Present
Cetera Investment Advisers LLC (TULSA OK)
OK
06/23/2015 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (TULSA OK)
BOTH
Issued 7/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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