Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Michael Houg is a financial advisor registered with Cetera Investment Advisers LLC. Stephen has been in the industry since November 1998 and holds the Series 6, 7, and 63 licenses. Stephen has been with Cetera Investment Advisers LLC since August 2023, but has also previously worked at Securian Financial Services, Inc. and Guide Financial Group. Stephen is a Certified Financial Planner and provides a range of advisory services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Stephen is registered with the states of Alabama, Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, Ohio, Oklahoma, Pennsylvania, South Dakota, Texas, and Wisconsin.
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.
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2
IA
08/10/2023 - Present
Cetera Investment Advisers LLC (URBANDALE IA)
IA
11/03/1998 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (URBANDALE IA)
BC
Issued 11/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/2/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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