Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Vander velde is a financial advisor who has been in the industry since 2008. Steven is currently registered with Prime Capital Financial. Steven is also registered with several states, including Colorado, Florida, Missouri, Nebraska, Nevada, North Carolina, Texas, and Virginia. Steven has a Series 7, Series 66, and SIE 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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
TX
08/11/2017 - Present
Prime Capital Financial (Dallas TX)
TX
02/16/2011 - 04/27/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (DALLAS TX)
TX
05/22/2008 - 02/17/2011
AXA ADVISORS, LLC (FORT WORTH TX)
BOTH
Issued 04/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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