Unclaimed
Steven Deacon is a financial advisor with Commonwealth Financial Network in Scottsdale, Arizona. Steven has been in the industry since 2007 and has a diverse background in financial services. Steven holds the Series 6, 7, 24, 63 and 65 licenses and is registered with FINRA and the state of Arizona. Steven focuses on providing financial planning, investment management, and insurance services to individuals and businesses. Steven has experience working with a variety of clients, including high-net-worth individuals, corporations, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
08/20/2019 - Present
Commonwealth Financial Network (Scottsdale AZ)
IL
04/21/2011 - 08/22/2019
BLACKROCK INVESTMENTS, LLC (CHICAGO IL)
CT
06/28/2010 - 12/02/2010
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
PA
07/02/2007 - 12/01/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
IA
Issued 11/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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