Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Landau is an investment advisor representative at Avantax Advisory Services, a firm based in Dallas, Texas. Steven is registered with the state of Washington as an Investment Advisor Representative. Steven is a financial advisor with over 20 years of experience in the industry. Steven has a broad range of experience, including financial planning, portfolio management, and retirement planning. Steven also holds a Series 6, 7, and 63 securities license and a Series 65 investment advisor representative license.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WA
01/23/2009 - Present
Avantax Advisory Services (SEATTLE WA)
OH
06/08/2000 - 11/14/2001
SKY INVESTMENTS, INC. (BRYAN OH)
IA
Issued 01/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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