Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Mayo is a financial advisor with over 25 years of experience in the industry. Steven currently works with Cetera Investment Advisers LLC and has been with them since 2022. Steven has a strong background in the financial industry with past roles at Chickasaw Securities, LLC, Investment Planners, Inc., and Fidelity Investments Institutional Services Company, Inc..
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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2
RI
04/22/2024 - Present
Cetera Investment Advisers LLC (Saunderstown RI)
TN
09/17/2012 - 11/12/2018
CHICKASAW SECURITIES, LLC (MEMPHIS TN)
IL
10/21/2009 - 07/02/2012
INVESTMENT PLANNERS, INC. (CHAMPAIGN IL)
RI
07/28/1997 - 10/05/2009
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 05/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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