Unclaimed
Steven Zabriskie is an Investment Advisor Representative at Rmdr Advisors, Inc. Steven has been in the financial services industry since 1986. Steven has passed both the Series 6 and Series 63 exams and is registered to provide investment advice in Texas.
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.
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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2
TX
03/05/2012 - Present
Rmdr Advisors, Inc. (SAN ANTONIO TX)
WI
02/18/2003 - 05/06/2004
COORDINATED CAPITAL SECURITIES, INC. (FORT ATKINSON WI)
IA
09/16/2002 - 12/31/2002
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
TX
03/23/1999 - 02/28/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/13/1986 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 01/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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