Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Erik Halvorsen is a financial advisor currently registered with Monticello Associates Inc. in Denver, CO. Steven has over 25 years of experience in the financial services industry. Steven also holds a Series 65 and Series 63 license. Steven is a Chartered Financial Analyst (CFA) and specializes in providing financial advice to charitable organizations, high net worth individuals, and pension and profit sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
General asset management consulting services
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.
Percentage of assets under advisement
1
2
CO
01/01/1999 - Present
Monticello Associates Inc. (DENVER CO)
IL
02/25/1992 - 06/23/1995
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
MO
04/18/1991 - 10/23/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
IA
Issued 09/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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