Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Dominic Arrigan is a financial advisor with over 30 years of experience in the industry. Steven is currently registered with Geneos Wealth Management, Inc. and has been with the firm since January 2006. Previously, Steven was affiliated with First Allied Securities, Inc. and D.E. Frey & Company, Inc. Steven is a Series 6, 7, 24, 26, 63, and 65 licensed professional. Steven serves a wide range of clients including high net worth individuals, corporations, and individuals other than high net worth.
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.
1
2
CO
01/03/2023 - Present
Geneos Wealth Management, Inc. (DENVER CO)
CO
09/28/2000 - 01/04/2006
FIRST ALLIED SECURITIES, INC. (DENVER CO)
CO
05/22/2000 - 10/26/2000
D.E. FREY & COMPANY, INC. (DENVER CO)
NY
11/12/1986 - 12/07/1999
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 01/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 05/05/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Arrigan is the right advisor for you? Invested Better is here to help.
