Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Blake Allender is an active advisor with Cambridge Investment Research Advisors, Inc. located in Greenwood Village, CO. Steve is a registered representative with Series 6, 7, 63, and 65 licenses. Steve has worked in the financial industry since 1996. Steve has previously worked with Woodbury Financial Services, Inc., The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, SII Investments, Inc., and Waddell & Reed, Inc. Steve provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars for a variety of client types. Steve also provides advisory services to other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CO
01/25/2013 - Present
Cambridge Investment Research Advisors, Inc. (GREENWOOD VILLAGE CO)
CO
11/04/2002 - 11/14/2012
WOODBURY FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
IN
05/23/2002 - 11/06/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
05/10/2000 - 11/06/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
WI
11/04/1998 - 05/08/2000
SII INVESTMENTS, INC. (APPLETON WI)
KS
12/17/1996 - 11/09/1998
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 01/21/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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