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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 Donald Beinfest is a financial professional with over 16 years of experience in the industry. Steven is currently registered with Cetera Investment Advisers LLC. Steven has held previous registrations with FIRST FINANCIAL EQUITY CORPORATION, WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Steven holds the Series 7 and Series 66 licenses as well as the SIE. Steven also holds the Personal Financial Specialist designation. Steven is currently registered in Arizona, California, Maine, Massachusetts and Nevada. Steven offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Steven's current firm, Cetera Investment Advisers LLC, manages over $104 billion in assets for clients, including charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Steven is a valuable resource for those seeking financial advice and guidance.
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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AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
11/15/2010 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (Glendale AZ)
AZ
01/01/2008 - 11/16/2010
WELLS FARGO ADVISORS, LLC (SURPRISE AZ)
AZ
12/01/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SURPRISE AZ)
BOTH
Issued 12/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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