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Steven James Susoeff

Meritage Financial Group

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About Steven James Susoeff

Steven James Susoeff is a financial advisor currently registered with Meritage Financial Group. Steven is a licensed investment advisor in Nevada and California. Steven previously worked at LPL FINANCIAL CORPORATION, WM FINANCIAL SERVICES, INC., and GREAT WESTERN FINANCIAL SECURITIES CORPORATION. Steven's specializations include investment advisory services, financial planning, and portfolio management.

Firm Information

Steven Susoeff is currently registered with Meritage Financial Group. Meritage Financial Group is a Registered Investment Advisor headquartered in [Location]. The firm provides financial planning and portfolio management services to individuals. The firm's regulatory assets under management are $8,694,077, primarily for individuals.

$8.69M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Susoeff’s Registration & Firm History

NV

01/01/2025 - Present

Meritage Financial Group (HENDERSON NV)

NV

09/25/2002 - 04/25/2008

LPL FINANCIAL CORPORATION (LAS VEGAS NV)

CA

05/01/1998 - 09/17/2002

WM FINANCIAL SERVICES, INC. (IRVINE CA)

CA

05/22/1997 - 05/01/1998

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

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Licenses & Designations

BOTH

Issued 12/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/28/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/2005

Series 7 - General Securities Representative Examination

BC

Issued 05/21/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven James Susoeff.
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