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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 Beller is an investment advisor representative with Transamerica Retirement Advisors, LLC, located in Macomb, MI. Steven has been in the industry since 1996 and has experience working with several firms including PNC Investments, NatCity Investments, Inc., TD Ameritrade, Inc., LaSalle Financial Services, Inc., and Charles Schwab & Co., Inc. Steven is registered in Michigan as a both a Registered Investment Advisor and a Broker-Dealer.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
MI
04/16/2014 - Present
Transamerica Retirement Advisors, LLC (MACOMB MI)
MI
06/14/2010 - 02/05/2013
PNC INVESTMENTS (ROCHESTER HILLS MI)
MI
10/19/2007 - 10/02/2009
NATCITY INVESTMENTS, INC. (TROY MI)
MI
10/17/2006 - 08/02/2007
TD AMERITRADE, INC. (SOUTHFIELD MI)
IL
04/12/2004 - 10/18/2006
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
03/03/2003 - 11/26/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
07/21/1995 - 03/19/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/15/1994 - 07/07/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MI
08/25/1993 - 12/07/1993
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
IA
Issued 04/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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