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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 Zients is an Investment Advisor Representative registered with Onedigital Investment Advisors in Bethesda, MD and Overland Park, KS. Steven is a licensed financial professional with over 20 years of experience. Steven has a deep understanding of the financial markets and a commitment to providing personalized financial advice to clients. Steven specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other investment advisers. Steven Zients is also the Managing Principal of Act2 Retirement Consulting.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MD
10/23/2023 - Present
Onedigital Investment Advisors (Bethesda MD)
MD
11/30/2010 - 09/16/2014
FINANCIAL TELESIS INC (OWINGS MILLS MD)
MD
06/25/2009 - 11/29/2010
NRP FINANCIAL, INC. (OWINGS MILLS MD)
MD
04/19/2002 - 12/31/2008
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
IA
Issued 07/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 04/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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