Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Joseph Doman is a financial advisor with over 15 years of experience in the industry. Steve is currently registered with Cambridge Investment Research Advisors, Inc. in California, Texas and Washington. Previously, Steve was registered with WOODBURY FINANCIAL SERVICES, INC. in California. Steve holds a Series 66, Series 24 and Series 7 license. Steve is also a licensed Real Estate Broker in California and owns and operates a software company. Steve is committed to providing personalized financial advice to help his clients 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.
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
CA
05/10/2024 - Present
Cambridge Investment Research Advisors, Inc. (Clayton CA)
CA
06/19/2008 - 10/07/2009
WOODBURY FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
BOTH
Issued 07/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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