Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Tawadrous is a financial professional with over 14 years of experience in the financial services industry. Steve is currently registered with Cetera Investment Advisers LLC. Steve has a strong background in providing financial advice and investment management services. Steve is also a licensed insurance agent and has experience in providing life, health, fixed annuities and long-term care insurance. Steve's experience working with Ameriprise Financial Services, LLC, JPMorgan Securities LLC, and New England Securities has allowed Steve to develop a comprehensive understanding of the financial services industry.
HIGHLAND VILLAGE, TX
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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TX
03/21/2024 - Present
Cetera Investment Advisers LLC (HIGHLAND VILLAGE TX)
TX
10/14/2020 - 08/23/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Arlington TX)
TX
01/08/2016 - 03/19/2020
AMERIPRISE FINANCIAL SERVICES, LLC (STEPHENVILLE TX)
TX
05/10/2013 - 01/21/2016
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
08/19/2010 - 04/03/2013
NEW ENGLAND SECURITIES (DALLAS TX)
TX
03/24/2008 - 07/22/2010
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 3/5/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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