Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Craig Sovde is a financial advisor with over 20 years of experience in the financial services industry. Steven is currently registered with Cambridge Investment Research Advisors, Inc. and offers financial planning, portfolio management, and pension consulting services to individual and institutional clients. Steven has worked with a number of firms throughout his career, including Lincoln Financial Securities Corporation, Alleghany Securities L.L.C., and Jefferson Pilot Securities Corporation. Steven is a Series 7, 63, and 65 licensed financial advisor and holds a SIE designation. Steven is also a registered Investment Advisor Representative for CIRA. Steven is committed to providing his clients with personalized financial advice and helping them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
10/19/2017 - Present
Cambridge Investment Research Advisors, Inc. (Charlotte NC)
SC
04/27/2015 - 09/27/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (COLUMBIA SC)
FL
05/02/2007 - 04/08/2010
ALLEGIANT SECURITIES L.L.C. (MIAMI FL)
NC
03/06/2003 - 09/21/2006
JEFFERSON PILOT SECURITIES CORPORATION (CHARLOTTE NC)
MA
01/20/1999 - 04/01/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MN
11/20/1998 - 12/09/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/20/1998 - 12/09/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/19/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Sovde is the right advisor for you? Invested Better is here to help.
