Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Down is a financial advisor with Mutual Advisors, LLC and is licensed in both California and Colorado. Steven has been in the financial industry since June 2008, having previously held positions at National Planning Corporation, Financial Security Management, Inc., and Mutual Securities Inc. Steven is a Certified Public Accountant (CPA) and has a strong background in tax preparation and accounting services. Steven also has experience as a real estate loan originator. Steven's primary focus is providing financial planning and portfolio management services to individuals and businesses. Steven's expertise includes investment advice, financial planning, and retirement planning. He is committed to helping clients achieve their financial goals. Steven's clients include individuals, families, businesses, and pension and profit-sharing plans. Steven's firm, Mutual Advisors, LLC, has a strong track record of success in managing client assets. Steven is committed to providing clients with the highest level of service and expertise.
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.
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.
Hourly consulting
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
CO
10/04/2024 - Present
Mutual Advisors, LLC (Denver CO)
CA
11/03/2017 - 12/31/2023
MUTUAL SECURITIES, INC. (Pasadena CA)
CA
06/04/2008 - 11/08/2017
NATIONAL PLANNING CORPORATION (PASADENA CA)
BOTH
Issued 06/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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