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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 Clem is a financial advisor with over 17 years of experience in the financial services industry. Steven Clem is currently registered with Cetera Investment Advisers LLC. Steven Clem has passed the Series 66, Series 7, and SIE exams. Steven Clem is also a licensed financial advisor in 10 states. Steven Clem's previous experience includes working as a financial advisor for AVANTAX INVESTMENT SERVICES, INC.. Steven Clem provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Steven Clem's firm, Cetera Investment Advisers LLC, is a Registered Investment Advisor with over $104 billion in assets under management. The firm provides financial planning, portfolio management, and other investment advisory services to a wide range of clients, including individuals, families, businesses, and institutions.
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
SC
12/20/2022 - Present
Cetera Investment Advisers LLC (CHARLESTON SC)
SC
11/11/2005 - 12/21/2022
AVANTAX INVESTMENT SERVICES, INC. (Charleston SC)
BOTH
Issued 11/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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