Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Weitzel is a financial advisor with over 28 years of experience in the industry. Steven is a registered representative with LPL Financial LLC, a broker-dealer and investment advisor, and has offices in Scottsdale, AZ and Santa Monica, CA. Steven offers a wide range of financial services including financial planning, portfolio management for individuals and businesses, and consulting. Steven has earned the Series 7, Series 24, Series 63, and Series 65 licenses, and has experience working with a variety of clients including individuals, families, businesses, and institutions. Steven is committed to helping 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
12/17/2010 - Present
LPL Financial LLC (SCOTTSDALE AZ)
CA
11/09/2006 - 12/17/2010
PRIMEVEST FINANCIAL SERVICES, INC. (SANTA MONICA CA)
CA
04/12/2004 - 11/09/2006
DFC INVESTOR SERVICES (SANTA MONICA CA)
NJ
05/16/2003 - 02/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/02/1994 - 05/19/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
10/05/1988 - 07/29/1989
MUNICICORP OF CALIFORNIA
IA
Issued 12/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Weitzel is the right advisor for you? Invested Better is here to help.
