Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kaminski is a financial advisor with Avantax Advisory Services, headquartered in Dallas, Texas. Steven has over 30 years of experience in the financial services industry and is registered to provide investment advice in Connecticut and Texas. Steven holds a Series 7, Series 63, Series 65, and Series 24 license and is committed to providing clients with financial planning, investment management, and retirement planning services. Steven has a strong track record of helping clients achieve their financial goals.
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
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2
TX
11/17/2021 - Present
Avantax Advisory Services (DALLAS TX)
CA
06/10/2021 - 11/02/2021
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
06/10/2021 - 11/02/2021
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
06/10/2021 - 11/02/2021
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
06/10/2021 - 11/02/2021
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
06/09/2021 - 11/02/2021
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CT
02/28/2014 - 06/14/2021
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CT
02/11/2014 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
PA
02/28/2014 - 12/31/2020
SLD AMERICA EQUITIES, INC. (WEST CHESTER PA)
PA
02/28/2014 - 06/18/2018
DIRECTED SERVICES LLC (WEST CHESTER PA)
CT
02/28/2014 - 09/30/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
CT
06/04/2012 - 11/27/2013
HARVEST CAPITAL LLC (WETHERSFIELD CT)
CT
10/30/2003 - 06/05/2012
USI SECURITIES, INC. (GLASTONBURY CT)
CT
05/13/1998 - 10/16/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CA
12/04/1995 - 05/19/1998
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CT
06/29/1992 - 09/27/1995
ADVEST, INC. (HARTFORD CT)
IA
Issued 07/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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