Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jay Silver is a financial advisor with over 30 years of experience in the industry. Steven currently works with Clear Creek Financial Management, LLC, providing financial planning and investment management services. Previously, Steven worked at Centaurus Financial, Inc. and Sagepoint Financial, Inc. Steven is a Certified Financial Planner® professional. Steven is committed to providing personalized advice to help 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.
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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WA
04/01/2020 - Present
Clear Creek Financial Management, LLC (SILVERDALE WA)
OR
01/02/2015 - 12/31/2017
CENTAURUS FINANCIAL, INC. (LAKE OSWEGO OR)
OR
04/10/2013 - 12/31/2014
SAGEPOINT FINANCIAL, INC. (LAKE OSWEGO OR)
OR
09/20/2011 - 04/11/2013
ING FINANCIAL PARTNERS, INC. (PORTLAND OR)
OR
01/29/2010 - 10/03/2011
WADDELL & REED, INC. (PORTLAND OR)
TN
07/07/2003 - 01/28/2010
NATIONAL PLANNING CORPORATION (CORDOVA TN)
CA
02/15/2002 - 07/08/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
TN
09/17/2001 - 02/15/2002
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
12/09/1994 - 09/14/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
MA
02/01/1994 - 12/15/1994
JMC INVESTMENT SERVICES, INC. (BOSTON MA)
TN
10/27/1992 - 02/09/1994
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
WI
05/28/1992 - 10/23/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
03/13/1991 - 06/01/1992
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
11/20/1986 - 01/07/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/23/1986 - 01/07/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 11/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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