Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Blair is a financial advisor with over 20 years of experience in the financial industry. Steven is registered with Cetera Investment Advisers LLC and has held previous registrations with other firms including Walnut Street Securities, Inc. and Pruco Securities Corporation. Steven is licensed in multiple states including Florida, Kansas, Oklahoma, and Texas. Steven provides a range of financial services including financial planning, pension consulting, and portfolio management for both individuals and businesses. Steven's dedication to his clients and their financial well-being is evident in his commitment to providing personalized 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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2
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (OKLAHOMA CITY OK)
OK
06/15/2005 - 09/03/2013
WALNUT STREET SECURITIES, INC. (OKLAHOMA CITY OK)
WI
12/17/2004 - 06/24/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
AZ
09/16/2003 - 11/18/2004
CUE (PHOENIX AZ)
NY
10/22/2002 - 06/30/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
10/10/2000 - 09/04/2001
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
NJ
09/16/1999 - 07/25/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 9/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 9/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 9/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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