Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Quiner is a financial professional with over 40 years of experience in the industry. Stephen has a diverse background, having worked with a variety of firms, including Fahnestock & Co., Inc., B.C. Christopher Securities Co., Aetna Life Insurance and Annuity Company, M. Wittestein & Co., Summit Brokerage Services, Inc., VSR Financial Services, Inc., and Cetera Advisor Networks LLC. Stephen currently works as a registered representative and investment advisor representative at Cetera Investment Advisers LLC in Johnston, Iowa. Stephen is a Chartered Financial Consultant. Stephen's specializations include Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Individuals and Businesses, and Selection of Other Advisers. Stephen can provide financial advice to individuals, businesses, trusts, and estates.
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
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (JOHNSTON IA)
IA
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (JOHNSTON IA)
IA
09/02/1993 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (JOHNSTON IA)
NY
03/23/1990 - 09/09/1993
FAHNESTOCK & CO., INC. (NEW YORK NY)
MO
02/23/1987 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
06/19/1983 - 03/12/1987
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
04/05/1984 - 01/15/1987
M. WITTENSTEIN & CO.
BC
Issued 03/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1979
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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