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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 L Plott is an Investment Advisor Representative associated with United Capital Management Of Kansas, Inc. located in Salina, Kansas. Steven has been in the industry since May 2014 and has a Series 65 license. Steven provides investment advice to individuals, corporations, and charitable organizations.
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.
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.
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.
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KS
08/02/2024 - Present
United Capital Management OF Kansas, Inc. (SALINA KS)
IA
Issued 04/03/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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