Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Kent Shelgren is a financial advisor with over 30 years of experience in the industry. Steve is currently registered with Lincoln Investment and Capital Analysts. Steve has worked with a variety of clients, including individuals, families, businesses, and institutions. Steve offers a wide range of financial services, including financial planning, investment management, and retirement planning. Steve is a Certified Financial Planner and holds Series 7, 24, 51, and 63 licenses. Steve is committed to providing his clients with personalized financial advice and guidance to help 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.
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.
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WA
01/02/2009 - Present
Lincoln Investment (RENTON WA)
WA
02/15/2005 - 12/31/2008
GREAT AMERICAN ADVISORS, INC. (RENTON WA)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
11/06/1990 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IN
06/02/1995 - 01/13/1997
GARCO EQUITY SALES, INC. (CARMEL IN)
AZ
06/18/1989 - 11/08/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
05/09/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
IL
06/02/1986 - 12/31/1988
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NA
03/15/1985 - 05/20/1987
PFG SECURITIES, INC.
NA
08/16/1984 - 03/13/1985
WARREN SECURITIES, INC.
NA
11/11/1983 - 07/26/1984
SENTRA SECURITIES CORPORATION
NA
05/19/1983 - 09/19/1983
INVESTORS BROKERAGE SERVICES, INC.
NA
04/21/1983 - 09/06/1983
FREEMAN FINANCIAL SERVICES CORPORATION
BC
Issued 03/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/25/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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