Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Basler is a financial professional with over 15 years of experience in the industry. Steven is registered with State Farm Investment Management Corp. and is licensed to provide investment advice in Arizona, California, Colorado, Missouri, Nebraska, New Mexico, and Utah. Steven is also a Chartered Financial Consultant. Steven holds Series 6 and Series 63 licenses, along with the SIE exam. Steven's focus is on helping individuals and investment companies with their portfolio management needs. Steven is also the owner of multiple business entities including Steven Basler's Insurance Agency and Basler Academy Inc.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CO
09/12/2024 - Present
State Farm Investment Management Corp. (Wheat Ridge CO)
BC
Issued 04/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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