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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gerard Freking is a financial advisor at Cetera Investment Advisers LLC. Steven is a CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL CONSULTANT™. Steven has been working in the financial services industry since 1998. Cetera Investment Advisers LLC provides financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. Steven's firm offers financial planning, investment management, and other advisory 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.
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
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (WEST DES MOINES IA)
IA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WEST DES MOINES IA)
IA
08/21/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
07/01/1998 - 08/16/2001
WORLD SECURITIES, INC. (JOPLIN MO)
BOTH
Issued 07/16/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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