Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Spare is a financial advisor with Ashton Thomas Private Wealth. Steven is licensed in California as an Investment Advisor Representative and holds a Series 3, 7 and 63 licenses. Steven has been in the industry since 1993 and has experience with a variety of financial products and services. Steven has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Froley, Revy Asset Traders, Inc., and Sanford C. Bernstein & Co., Inc. Steven is a Chartered Financial Analyst (CFA) and specializes in a variety of financial planning services including financial planning, pension consulting, selection of other advisors and portfolio management for individuals. Steven is also involved with charitable organizations. Steven's career includes experience at both larger and smaller firms, enabling Steven to provide personalized and comprehensive financial advice.
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.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
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.
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CA
06/03/2024 - Present
Ashton Thomas Private Wealth (Stevenson Ranch CA)
CA
08/09/2012 - 09/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LANCASTER CA)
CA
08/08/1997 - 07/31/2001
FROLEY, REVY ASSET TRADERS, INC. (LOS ANGELES CA)
NY
11/02/1995 - 01/08/1997
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BC
Issued 06/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
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