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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 Lazette is a financial advisor with over 12 years of experience. Steven Lazette is registered with Centaurus Financial, Inc. in California. Steven Lazette specializes in offering financial planning services, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Steven Lazette is also qualified to provide portfolio management for investment companies and pooled investment vehicles. Steven Lazette is also qualified to provide financial planning and investment advisory services to individuals, corporations, businesses, high net worth individuals, and other investment advisers.
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.
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.
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CA
01/03/2017 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
BOTH
Issued 01/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 08/11/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2011
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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