Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Fernando Cueto is a financial advisor who has been in the financial services industry since 2016. Steven is registered with Fidelity Personal And Workplace Advisors. Steven's current registration location is in Highland Park, IL. Steven is also registered in Texas. Steven has worked for four previous firms including Peachcap Securities, Inc., Countrywide Investment Services, Inc., U.S. Bancorp Investments, Inc., and Atlas Securities, Inc. Steven has experience in both Broker-Dealer and Investment Advisor roles.
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.
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.
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2
IL
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (HIGHLAND PARK IL)
IL
06/22/2019 - 01/31/2023
PEACHCAP SECURITIES, INC. (Rolling Meadows IL)
IL
08/01/2006 - 06/14/2007
COUNTRYWIDE INVESTMENT SERVICES, INC. (ELMHURST IL)
IL
08/16/2005 - 04/26/2006
U.S. BANCORP INVESTMENTS, INC. (OAK PARK IL)
CA
03/15/2004 - 05/13/2005
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
BOTH
Issued 01/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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