Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Trujillo is an Investment Advisor Representative at IFB Wealth Management LLC. Steven Trujillo is registered with the state of Florida and New York. Steven Trujillo has been in the industry since April 2014. Steven Trujillo holds the Series 65 license. Steven Trujillo is also a licensed insurance agent of IFB Insurance Services, LLC, an affiliate of IFB Wealth Management 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.
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.
A percentage of the total value of assets under management is charged.
Referral fees
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NY
05/25/2023 - Present
IFB Wealth Management LLC (New York NY)
IA
Issued 03/15/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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