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 Katz is an investment advisor representative at Gibbs Wealth Management, LLC. Steven is licensed in California. Steven has been working in the financial industry since 2000 and has a Series 65 license. Steven has experience working at a variety of firms, including Winer Wealth Management Inc., Gibbs Wealth Management, LLC, Evergreen Team Insurance Marketing and Aqua-Vend Corporation. Steven specializes in providing financial advice to individuals and high-net-worth individuals.
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.
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Personalized portfolio management to meet individual financial objectives.
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A percentage of the total value of assets under management is charged.
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GA
09/16/2021 - Present
Gibbs Wealth Management, LLC (ALPHARETTA GA)
IA
Issued 04/06/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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