Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Holt has been in the financial industry since 2008. Stephen is a registered representative of Cetera Investment Advisers LLC. Stephen has experience in insurance, financial services, and investment management. Stephen has previously worked at Summit Brokerage Services, Inc., Cambridge Investment Research, Inc., and Lincoln Financial Securities Corporation. Stephen is registered in 26 states and the District of Columbia. Stephen specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and the selection of other advisors. Stephen has a strong commitment to his clients and is dedicated to providing them with the highest quality of service.
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
MD
06/29/2023 - Present
Cetera Investment Advisers LLC (ANNAPOLIS MD)
MD
10/16/2013 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (ANNAPOLIS MD)
MD
11/12/2012 - 11/15/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (ANNAPOLIS MD)
MD
05/19/2008 - 11/26/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (ANNAPOLIS MD)
BC
Issued 12/7/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 8/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 5/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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