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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 Livitz is a registered investment advisor representative with Waterloo Capital. Steven Livitz is also a Managing Member of Ironclad Strategies, LLC, where Steven Livitz provides fractional CFO and business consulting services. Steven Livitz has been in the industry since 2001 and holds licenses for Series 3, 7, and 66. In addition to working with Waterloo Capital, Steven Livitz also has experience with other firms, including Kestra Investment Services, LLC, SII Investments, Inc., NFP Securities, Inc., CyberTrader, Inc., Electronic Trading Group, LLC, and ProTrader Securities L.P.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
08/04/2023 - Present
Waterloo Capital (AUSTIN TX)
TX
01/03/2018 - 10/01/2018
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
01/05/2012 - 01/03/2018
SII INVESTMENTS, INC. (WEST LAKE HILLS TX)
TX
03/21/2011 - 01/30/2012
NFP SECURITIES, INC. (AUSTIN TX)
TX
03/01/2004 - 03/31/2005
CYBERTRADER, INC. (AUSTIN TX)
NY
07/16/2003 - 11/03/2003
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
TX
02/15/2001 - 06/19/2003
PROTRADER SECURITIES L.P. (AUSTIN TX)
BOTH
Issued 03/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2004
Series 3 - National Commodity Futures Examination
Active
Inactive
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