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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 Quinly is an Investment Advisor Representative with Realta Investment Advisors, Inc. Steven has been in the industry since January 1980. Steven has worked at Realta Equities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven has a Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and SIE. Steven has a total of 8 active registrations in states including Alaska, Arkansas, California, Nevada, Oregon, Pennsylvania, Texas, and Washington. Steven's areas of specialization are Asset Management, Fixed Income, Insurance, Mutual Funds, Retirement Planning and Stocks. Steven is also a member of the Contra Costa County Treasurer oversight committee.
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.
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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2
CA
11/07/2022 - Present
Realta Investment Advisors, Inc. (ORINDA CA)
CA
01/04/1980 - 06/30/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
IA
Issued 11/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/11/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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