Unclaimed
Steven Cassellius is a registered representative with Cambridge Investment Research, Inc. Steven is licensed to sell securities in Wisconsin and has been in the securities industry since 2013. Steven earned his Series 7, Series 63 and SIE licenses. He has previously worked at Thrivent Investment Management Inc. Steven is located in Chetek, Wisconsin.
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.
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.
1
2
WI
05/11/2019 - Present
Cambridge Investment Research, Inc. (Chetek WI)
WI
09/20/2013 - 06/09/2017
THRIVENT INVESTMENT MANAGEMENT INC. (EAU CLAIRE WI)
BC
Issued 08/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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