Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Everett Hoppel is a registered Investment Advisor Representative with Kelsey Financial, LLC. Steven has been in the financial services industry since 2006. Steven has held prior registrations with Western International Securities, Inc., Financial West Group, and United Planners’ Financial Services of America A Limited Partner. Steven has earned his Series 7, Series 24, and Series 66 licenses. Steven has extensive experience working with individual clients, providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and 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.
Variable annuity sub-account fee-based management & alternative investment fee-based mgmt & held away mgmt-directed brokerage
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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CA
09/09/2021 - Present
Kelsey Financial, LLC (MOORPARK CA)
CA
08/21/2017 - 12/31/2017
WESTERN INTERNATIONAL SECURITIES, INC. (Moorpark CA)
CA
06/03/2015 - 08/21/2017
FINANCIAL WEST GROUP (Moorpark CA)
CA
09/23/2014 - 06/01/2015
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CALABASAS CA)
CA
04/27/2006 - 06/26/2014
FINANCIAL WEST GROUP (WESTLAKE VILLAGE CA)
BOTH
Issued 03/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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