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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 Clint Gee is a financial advisor with Cetera Investment Advisers LLC, working out of the Pleasanton, CA branch office. Steven has been in the financial services industry since 2001. He holds the Series 7, Series 63, and Series 65 licenses. He has experience working with clients including individuals, corporations, high-net-worth individuals, trusts, charitable organizations, and pension plans. Steven also holds an insurance license and has worked as an independent insurance agent.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (PLEASANTON CA)
CA
09/12/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (PLEASANTON CA)
NY
04/20/2001 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
01/23/2001 - 04/18/2001
ALAMO CAPITAL (WALNUT CREEK CA)
IA
Issued 07/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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