Unclaimed
Steven Joseph Gordon has over 30 years of experience in the financial services industry. Steven is a Registered Representative and Investment Adviser Representative for Cetera Investment Advisers LLC. Steven is registered to conduct business in 31 states and the District of Columbia. Steven has been providing financial services for clients throughout his career. He has held previous positions at Securian Financial Services, Inc., EquiCo Securities, Inc., and The Equitable Life Assurance Society of the United States. Steven's areas of expertise include financial planning, portfolio management, and retirement planning. Steven is committed to providing his clients with personalized service and helping them 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.
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
MO
08/10/2023 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
MO
11/01/1994 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
NY
07/17/1989 - 10/31/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/17/1989 - 10/31/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 3/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 7/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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