Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Meier is a financial advisor in Scottsdale, Arizona. Steven has been in the financial industry since December 2007. Steven currently works for Osaic Wealth, Inc. Steven has held previous positions at Securities America, Inc. and TD Ameritrade, Inc. Steven is registered with the state of Nebraska to provide financial advice. Steven offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
07/07/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
NE
01/12/2010 - 07/07/2016
TD AMERITRADE, INC. (OMAHA NE)
NE
04/09/2008 - 07/08/2009
THRIVENT INVESTMENT MANAGEMENT INC. (OMAHA NE)
NE
06/11/2007 - 04/07/2008
WADDELL & REED, INC. (GRAND ISLAND NE)
BC
Issued 07/27/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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