Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Nida is a financial advisor with over 19 years of experience in the industry. Steven is currently registered with Osaic Wealth, Inc. and holds Series 7, 63, and 66 licenses. Steven has previously worked with Securities America, Inc. and Wells Fargo Advisors, LLC. Steven's practice focuses on providing financial planning and investment management services to individuals, families, and businesses. Steven is committed to providing personalized service and helping clients achieve their financial goals.
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
IA
06/14/2024 - Present
Osaic Wealth, Inc. (WATERLOO IA)
IA
10/04/2011 - 06/14/2024
SECURITIES AMERICA, INC. (WATERLOO IA)
IA
01/03/2011 - 10/05/2011
WELLS FARGO ADVISORS, LLC (CEDAR FALLS IA)
IA
12/17/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (CEDAR FALLS IA)
IA
07/22/2004 - 12/18/2007
EDWARD JONES (CEDAR FALLS IA)
BOTH
Issued 09/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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