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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Corless is an investment advisor representative with Cetera Investment Advisers LLC. Steven has 22 years of experience in the financial services industry. Steven is registered in Minnesota and Texas and has passed the Series 3, 6, 7, 10, 24, 63, 65 and SIE exams. Steven has worked with numerous firms in the past, including RBC Capital Markets, LLC and Lincoln Financial Advisors Corporation. Steven specializes in financial planning, pension consulting, and educational seminars. Steven has been with Cetera Investment Advisers LLC since 2023.
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 9/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/4/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/31/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 3/8/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/14/2014
Series 3 - National Commodity Futures Examination
BC
Issued 2/8/2000
Series 7 - General Securities Representative Examination
BC
Issued 9/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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