Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Ray Statzer is a financial advisor at Commonwealth Financial Network with over 25 years of experience in the industry. Steve has been registered with the state of California for 10 years with an active registration and is also currently registered with the state of Massachusetts. Prior to joining Commonwealth Financial Network, Steve worked at OSAIC WEALTH, INC., Sagepoint Financial, Inc. and SunAmerica Securities, Inc. Steve is a Series 6, 7, 63, and 66 licensed representative. Steve also holds the Securities Industry Essentials (SIE) exam. Steve offers advisory services for individuals, businesses, pension plans, and charitable organizations. Steve also provides financial planning and education 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.
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.
1
2
MA
05/02/2024 - Present
Commonwealth Financial Network (WALTHAM MA)
CA
09/01/2023 - 05/03/2024
OSAIC WEALTH, INC. (CARLSBAD CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CARLSBAD CA)
AZ
01/09/1996 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 05/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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