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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Radonich is an investment advisor representative currently registered with Independent Financial Partners. Steven has been in the financial services industry for over 15 years. Prior to joining Independent Financial Partners, Steven worked as a financial advisor at Wells Fargo Advisors, LLC. Steven is a Series 7, Series 63, and Series 65 licensed professional. Steven is also a registered investment advisor in Arizona, Hawaii, Nevada, and Washington. Steven focuses on providing financial planning, portfolio management, and investment advisory services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
AZ
08/08/2023 - Present
Independent Financial Partners (Phoenix AZ)
AZ
09/01/2011 - 02/17/2016
WELLS FARGO ADVISORS, LLC (PHOENIX AZ)
AZ
07/06/2005 - 09/08/2011
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
IL
11/11/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
01/14/2003 - 09/28/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 11/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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