Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Frederick Mayer is a financial advisor with over 30 years of experience in the industry. Steven is currently registered as an Investment Advisor Representative with Cushing Capital Partners, LLC, based in Delafield, Wisconsin. Steven's previous experience includes roles at WELLS FARGO CLEARING SERVICES, LLC, CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Steven holds Series 7, 31, 63, and 65 licenses as well as the SIE. Steven specializes in providing financial advice to individuals and families, charitable organizations, corporations, and other businesses. Steven is dedicated to helping clients achieve their financial goals by providing them with personalized financial planning and investment management services.
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.
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.
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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WI
07/07/2021 - Present
Cushing Capital Partners, LLC (DELAFIELD WI)
WI
10/24/2003 - 07/09/2021
WELLS FARGO CLEARING SERVICES, LLC (DELAFIELD WI)
NY
07/31/1993 - 11/07/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/25/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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