Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gerard Moosa is a financial advisor with Avantax Advisory Services. Steven has been in the financial services industry since 2006. Steven is registered in Louisiana and holds the Series 66, Series 7 and SIE licenses. Steven has a diverse background which includes experience in both the accounting and financial services industries. Steven is a CPA and partner at Darnall, Sikes & Frederick CPAs, a firm that provides audit, tax, consulting and accounting services. Steven is also a member of Darnall Sikes Wealth Partners LLC, an entity used to market wealth management services. Steven is also an agent with Avantax Insurance Agency and/or Avantax Insurance Services. Steven is a partner with DSG&F Real Estate Investments, LLC.
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
LA
10/25/2019 - Present
Avantax Advisory Services (EUNICE LA)
LA
06/27/2006 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (EUNICE LA)
BOTH
Issued 07/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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