Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven D. Loney is a financial advisor in Tempe, Arizona. Steven has been in the financial industry since 2012. Steven is registered with Avantax Advisory Services and has been with the firm since 2014. Steven holds Series 6, 7, 63 and 65 licenses. Steven is a Certified Public Accountant (CPA). Steven specializes in financial planning, portfolio management and pension consulting. Steven works with individuals, high-net-worth individuals, corporations and pension and profit-sharing plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AZ
01/28/2014 - Present
Avantax Advisory Services (TEMPE AZ)
IA
Issued 01/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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