Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Zeller is a financial advisor with over 25 years of experience in the industry. Steven is registered with Commonwealth Financial Network and Zeller Kern Wealth Advisors. Steven is also a Certified Financial Planner. Steven provides financial planning and consulting services to individuals, families, and businesses. He is committed to helping clients achieve their financial goals. Steven is dedicated to providing personalized financial advice and guidance to his clients. He is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
04/26/2007 - Present
Commonwealth Financial Network (Gold River CA)
CA
12/18/1995 - 05/04/2007
A. G. EDWARDS & SONS, INC. (SACRAMENTO CA)
IA
Issued 10/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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