Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Burt has been in the financial industry since 1989 and is currently registered with Centaurus Financial, Inc. as a Registered Representative and Investment Advisor Representative. Steven Burt is also a licensed Enrolled Agent. Steven Burt has previously been registered with USA Advanced Planners INC., USA Financial Securities Corporation, LifeUSA Securities, Inc., and H.D. Vest Investment Securities, Inc. Steven Burt provides advisory services to individuals, corporations, and high-net-worth individuals and has experience in financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
MI
10/18/2010 - Present
Centaurus Financial, Inc. (FREMONT MI)
MI
09/27/2006 - 10/18/2010
USA ADVANCED PLANNERS INC. (FREMONT MI)
MI
10/02/2000 - 09/15/2006
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
MN
07/02/1999 - 10/05/2000
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
TX
07/25/1989 - 07/06/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 07/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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