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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 James Christensen is an Investment Advisor Representative with Mariner Wealth, a firm with offices in Novi, MI and Overland Park, KS. Steven has been in the financial services industry for over two decades. His career has taken him to several other firms, including J.P. Morgan Securities, BANC ONE Securities, Paine Webber Incorporated, and Dean Witter Reynolds. Steven is a Certified Financial Planner and holds the Series 7, Series 31, and Series 65 licenses. Steven's experience and expertise allow him to provide a comprehensive range of services to individuals and families.
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.
Family office services
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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2
MI
06/26/2019 - Present
Mariner Wealth (NOVI MI)
MI
04/13/2009 - 05/03/2012
J.P. MORGAN SECURITIES LLC (TROY MI)
IL
03/01/2001 - 07/31/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
07/09/1999 - 02/27/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/07/1998 - 07/23/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 07/03/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1998
Series 31 - Futures Managed Funds Examination
Active
Inactive
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