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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 an investment advisor representative at Cetera Investment Advisers LLC. Steven has been working in the financial services industry since 2009. Steven has passed the Series 6, 7TO, 26, 63, and 65 exams. Steven has been registered as a broker-dealer in 11 states and has been registered as an Investment Advisor Representative in Texas. Steven's specialties include portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Steven is also a 50% owner of 3H Properties Groups LLC and 3H Foods LLC. Steven's previous employer was Foresters Financial Services, 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.
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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2
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 01/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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