Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Farrell Wisnewski is a financial advisor with over 20 years of experience in the industry. Steven is registered with Cape Investment Advisory, Inc. in Georgia and Florida and offers financial planning, pension consulting, and educational seminars. Steven is a Series 66, Series 7, and SIE licensed professional.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
01/27/2017 - Present
Cape Investment Advisory, Inc. (MCDONOUGH GA)
GA
05/07/2003 - 03/09/2009
WADDELL & REED, INC. (ATLANTA GA)
BOTH
Issued 06/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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