Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Debernardi is a financial professional with over 13 years of experience in the industry. Steven is currently registered with Tiaa-Cref Individual & Institutional Services, LLC, and is licensed in 51 states. Steven has a strong background in financial planning and portfolio management, and is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
08/27/2007 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
02/07/2005 - 07/27/2007
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (AURORA CO)
BC
Issued 03/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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