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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 Henningson is a financial advisor with Cetera Investment Advisers LLC and CWM, LLC. Steven has been in the financial services industry since 1985. He is a registered investment advisor and holds Series 7, 8, 9, 10, 31, 63, and 65 licenses. Steven specializes in financial planning, portfolio management, and pension consulting. Steven offers a variety of services to his clients, including financial planning, portfolio management, and pension consulting. Steven is committed to providing his clients with personalized financial advice that helps them reach 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.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (IRVINE CA)
NY
07/31/1993 - 08/24/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/24/1985 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 6/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/3/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/25/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/27/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 9/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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