Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Yazbeck is a financial advisor with over 30 years of experience in the industry. Steven has a broad range of experience, having worked with several firms including UBS Financial Services Inc., Piper Jaffray & Co., and SagePoint Financial, Inc.. Steven is currently registered with Osaic Wealth, Inc. and specializes in providing financial planning, pension consulting, and portfolio management for both individuals and businesses. Steven has a deep understanding of the financial markets and is dedicated to helping his 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.
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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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
08/17/2007 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
08/12/2006 - 08/28/2007
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
AZ
05/12/2000 - 08/12/2006
PIPER JAFFRAY & CO. (SCOTTSDALE AZ)
MI
02/05/1993 - 05/31/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 10/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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