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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 John Spelde is a financial advisor with Cetera Investment Advisers LLC. Steve has been in the financial services industry since 2006 and has a wide range of experience in providing investment advice to individuals and families. Steve holds the Series 6, 7, 26, 51, 63, and 65 licenses, and has earned a number of professional designations. Steve is also the owner of Steve Spelde Financial LLC. Steve is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
IN
06/19/2019 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
05/12/2006 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IA
Issued 11/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/25/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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