Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Edward Clem is a registered investment advisor representative with Cetera Investment Advisers LLC. Steven has been in the securities industry since November 10, 2005. Steven has been registered with Cetera Investment Advisers LLC since December 20, 2022. Previously, Steven was registered with AVANTAX INVESTMENT SERVICES, INC. from November 11, 2005 to December 21, 2022. Steven is licensed in 10 states: District of Columbia, Illinois, Maine, Maryland, Massachusetts, New Hampshire, North Carolina, South Carolina, Virginia, and the District of Columbia. Steven has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7).
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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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