Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lind is a financial advisor with over 30 years of experience. Steven is currently registered with Cambridge Investment Research Advisors, Inc., where Steven provides financial planning, investment advice, and portfolio management services to individuals, families, and businesses. Prior to joining Cambridge, Steven was registered with Securities America, Inc. and various other firms over the past 30 years. Steven holds a Series 7, 24, and 63 license and is also a Certified Financial Planner.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NE
02/09/2018 - Present
Cambridge Investment Research Advisors, Inc. (Kearney NE)
NE
03/26/2002 - 11/07/2017
SECURITIES AMERICA, INC. (MCCOOK NE)
CA
07/17/1997 - 03/21/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
MO
02/07/1994 - 06/27/1997
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
NA
03/14/1991 - 01/01/1994
INFINET SECURITIES, INC.
NY
02/15/1990 - 09/26/1990
MONY SECURITIES CORP. (NEW YORK NY)
RI
10/02/1989 - 11/30/1989
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
11/14/1988 - 10/07/1989
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
03/19/1986 - 11/14/1988
ISFA CORPORATION
NA
04/24/1985 - 11/18/1985
EDWARD D. JONES & CO., L.P.
BC
Issued 05/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Lind is the right advisor for you? Invested Better is here to help.
