Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven James Heussner is a financial professional with over 35 years of experience in the industry. Steven has held various roles within financial services and has a strong background in insurance and investment advising. Steven is currently a registered representative with Accelerate Retirement and also works as an insurance agent for Alkeme Insurance Services. Steven has a wide range of experience, including providing financial planning, portfolio management for businesses and individuals, and pension consulting. Steven has also worked with numerous clients, including individuals, corporations, trusts, and pension and profit sharing plans. Steven has a strong track record of success in providing comprehensive financial services to a diverse client base.
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.
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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CA
05/13/2024 - Present
Accelerate Retirement (ALISO VIEJO CA)
TX
10/21/1988 - 05/02/2024
NYLIFE SECURITIES LLC (FRISCO TX)
IA
Issued 10/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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