Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven John Wagner is an Investment Advisor Representative with Cetera Investment Advisers LLC. Steven has been in the securities industry for over 25 years and is registered in multiple states, including New Jersey and Pennsylvania. He has a wide range of experience in the financial services industry and provides financial planning, pension consulting, and educational seminars to his clients. Steven's firm, Cetera Investment Advisers LLC, provides advisory services to a diverse group of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm offers a range of services, including portfolio management, financial planning, and selection of other advisers. Steven is committed to providing his clients with the highest level of service and expertise.
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.
1
2
PA
08/29/2024 - Present
Cetera Investment Advisers LLC (PITTSBURGH PA)
BC
Issued 08/19/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Steven Wagner is the right advisor for you? Invested Better is here to help.
