Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Alan Corless is a financial advisor registered with Cetera Investment Advisers LLC, located in Minnetonka, MN. Steven has been in the financial services industry since 2001. Steven is registered in 23 states. Steven is also registered with Cetera Investment Advisers LLC as an investment advisor representative. The advisor works with clients of all sizes and has been in the financial services industry for many years. Steven also offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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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MN
01/03/2024 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
MN
04/15/2004 - 07/08/2019
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
IN
01/24/2002 - 04/19/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/24/2002 - 04/19/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
01/24/2000 - 10/27/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/24/2000 - 10/27/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
09/17/1999 - 12/02/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/31/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2014
Series 3 - National Commodity Futures Examination
BC
Issued 02/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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