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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Feyen is an Investment Advisor Representative with Avantax Advisory Services in DALLAS, TX. Steve holds a Series 65 license and has been in the financial services industry since 2020. Steve's professional experience includes working at East Dubuque Schools in East Dubuque, IL, from 1993 and Avantax Advisory Services from 2020. Steve offers services to high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Steve's firm, Avantax Advisory Services, is based in DALLAS, TX, and provides a range of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
08/24/2020 - Present
Avantax Advisory Services (DALLAS TX)
IA
Issued 08/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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