Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Greig is a financial advisor in West Des Moines, IA. Steven has been in the industry for over 30 years. Steven works at Gradient Advisors, LLC, a firm based in Arden Hills, MN. Steven has specialized in Financial Planning, Pension Consulting, and Selection of Other Advisers. Gradient Advisors, LLC manages approximately $207 million in assets, They primarily work with High Net Worth Individuals and Individuals Other Than High Net Worth. The firm has a focus on retirement planning and investment management.
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.
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.
Referral fees
1
2
IA
01/15/2025 - Present
Gradient Advisors, LLC (West Des Moines IA)
IA
01/15/2013 - 08/19/2013
CETERA ADVISOR NETWORKS LLC (URBANDALE IA)
IA
05/04/2009 - 12/31/2010
BROKER DEALER FINANCIAL SERVICES CORP. (URBANDALE IA)
NA
06/25/1992 - 09/16/1993
PML SECURITIES COMPANY
NA
09/23/1991 - 11/14/1991
PRUCO SECURITIES CORPORATION
NA
09/23/1991 - 11/14/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
03/06/1991 - 09/16/1991
SECURITY FIRST FINANCIAL, INC.
NA
05/26/1989 - 06/15/1990
METLIFE SECURITIES INC.
NA
05/26/1989 - 06/15/1990
METROPOLITAN LIFE INSURANCE COMPANY
NA
01/12/1988 - 07/12/1988
FIRST INVESTORS CORPORATION
IA
Issued 07/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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