Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Garrels is a financial advisor who is currently registered with Avantax Advisory Services. Steven has been in the financial industry since 2009. Steven is a Registered Representative and Investment Advisor Representative. Steven's other business includes Porte Brown Wealth Management LLC, Harvard Savings Bank, Lake Geneva Manor Association and Avantax Insurance Agency and/or Avantax Insurance Services. Steven holds Series 65, Series 66, Series 7 and SIE securities licenses.
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
TX
10/25/2019 - Present
Avantax Advisory Services (Dallas TX)
IL
12/12/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Elgin IL)
BOTH
Issued 12/21/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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