Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kleiber is a financial advisor at Avantax Advisory Services. Steven has been in the financial industry since February 8, 2001 and has worked for multiple firms, including 1ST GLOBAL CAPITAL CORP and Avantax Advisory Services. Steven is registered with the state of Texas as an Investment Advisor Representative. Steven is also a Certified Financial Planner and a Personal Financial Specialist. In addition to working with individual clients, Steven also works with corporations and pension plans. Steven's clients are based in Texas and other states. Steven provides a wide range of financial services, including financial planning, portfolio management, and educational seminars. Steven is dedicated to helping clients achieve 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (IRVING TX)
TX
02/09/2001 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ARLINGTON TX)
BOTH
Issued 02/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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