Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Libby is a financial advisor with Cetera Investment Advisers LLC. Steven has been in the financial industry since 1984. Steven is registered with FINRA and the state of Florida and is also a registered Investment Advisor in Florida and Texas. Steven's previous employers include IFG Network Securities, Inc., American Express Financial Advisors Inc., IDS Securities Corp., and IDS Financial Services Inc. Steven's specializations include retirement planning, college savings, estate planning, insurance and financial planning. Steven is committed to providing personalized financial advice to help clients reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (ROCKLEDGE FL)
GA
03/12/1991 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MN
03/22/1984 - 03/13/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
07/14/1986 - 12/24/1986
IDS SECURITIES CORP.
NA
03/22/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 09/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/11/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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