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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 Nauta is a financial advisor who works with Global Retirement Partners LLC, and has been in the industry since 2001. Steven is licensed as an investment advisor in Michigan and currently works out of the firm's Grandville, MI office. Steven specializes in providing financial planning and portfolio management services to individuals, businesses, and pension plans.
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.
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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MI
11/21/2023 - Present
Global Retirement Partners LLC (Grandville MI)
FL
06/28/2007 - 05/29/2008
ALLEGIANT SECURITIES L.L.C. (MIAMI FL)
MI
03/15/2007 - 04/17/2007
ROBERT W. BAIRD & CO. INCORPORATED (HOLLAND MI)
MN
02/04/2005 - 04/12/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/04/2005 - 04/12/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
08/23/2001 - 02/28/2002
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2010
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 09/26/2009
Series 3 - National Commodity Futures Examination
BC
Issued 02/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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