Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Combest is a financial advisor who has been in the industry since 2002. Steven is currently registered with Osaic Wealth, Inc. and has been with the firm since November 2023. Before that, Steven was registered with FSC Securities Corporation, Capital Financial Services, Inc., Provasi Capital Partners LP and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven holds the Series 66, Series 7, and SIE licenses. Steven also holds the Certified Financial Planner designation. Steven provides financial planning and investment advice to individuals, businesses, and charitable organizations.
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
TX
11/03/2023 - Present
Osaic Wealth, Inc. (DALLAS TX)
TX
04/18/2019 - 11/03/2023
FSC SECURITIES CORPORATION (DALLAS TX)
TX
01/29/2016 - 04/18/2019
CAPITAL FINANCIAL SERVICES, INC. (Dallas TX)
TX
01/03/2005 - 02/04/2016
PROVASI CAPITAL PARTNERS LP (ADDISON TX)
NY
09/10/2002 - 11/22/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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