Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Scheichet is a financial advisor with over 23 years of experience in the industry. Steven is registered with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois, and has held various positions with them since 2013. Steven is a Certified Financial Planner® and holds several licenses including Series 7, Series 24, Series 51, Series 53 and Series 63. In addition to his current role, Steven is also the President/CEO/Treasurer of SFS Management LLC which provides support to advisors at Cetera. Steven offers financial planning and portfolio management services to a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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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NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (FLORHAM PARK NJ)
BC
Issued 3/3/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/19/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 6/8/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/1/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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