Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Andrew Tomisek is a registered Investment Advisor Representative with Advisors Financial, Inc., where Steven has been with the firm since September 2015. Steven has been in the industry since February 2009. Previously, Steven was an advisor at Cetera Advisor Networks LLC, and CADARET, GRANT & CO., INC. Steven is licensed in Virginia.
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.
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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VA
12/23/2015 - Present
Advisors Financial, Inc. (VIENNA VA)
VA
07/05/2012 - 06/04/2018
CETERA ADVISOR NETWORKS LLC (VIENNA VA)
VA
09/07/2011 - 07/05/2012
CADARET, GRANT & CO., INC. (FALLS CHURCH VA)
IA
Issued 12/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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