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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Hanes is a financial advisor at Cetera Investment Advisers LLC. Steven has been working in the financial services industry since 2009. Steven is registered as a Registered Representative and Investment Advisor Representative in Texas. Steven has a Series 6, 7, 26, 63, and 65 license. Steven is also registered in Arizona, California, Florida, Kansas, Missouri, Oklahoma, South Carolina, Utah, and Virginia. Steven works with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Steven provides financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Steven is also the owner of Hanes Wealth Management, a DBA for Cetera Business.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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TX
06/19/2019 - Present
Cetera Investment Advisers LLC (FT WORTH TX)
TX
09/16/2009 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (FORT WORTH TX)
IA
Issued 1/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/2/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/3/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 6/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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