Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Karl Gissiner is an investment advisor representative registered with Capital Research & Consulting LLC. Steven is a registered Investment Advisor Representative in California. Steven has been in the industry since 2003 and has previously worked at Capital Research Brokerage Services, LLC, BKS Financial Investments, LLC dba BKS Retirement Services, and Fiduciary Partners Retirement Group, Inc. Steven has experience with retirement plans and is a specialist in portfolio management for businesses and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Asset based fees
1
2
CA
01/06/2024 - Present
Capital Research & Consulting LLC (PASADENA CA)
CA
07/01/2003 - 05/14/2009
CAPITAL RESEARCH BROKERAGE SERVICES, LLC (PASADENA CA)
IA
Issued 06/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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