Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Musser is a financial advisor with over 30 years of experience in the financial services industry. Steven currently works for Avantax Advisory Services and ATS Wealth Management. Steven is a registered representative in 32 states and has experience in financial planning, portfolio management, and insurance.
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
CA
05/05/2022 - Present
Avantax Advisory Services (SAN DIEGO CA)
CA
10/20/2015 - 05/06/2022
FSC SECURITIES CORPORATION (SAN DIEGO CA)
CA
05/19/2000 - 11/17/2015
LPL FINANCIAL LLC (SAN DIEGO CA)
MA
04/24/1998 - 05/22/2000
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MN
06/20/1991 - 05/06/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/20/1991 - 05/06/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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