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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 Lamar Nielsen is a financial advisor currently registered with Centaurus Financial, Inc. Steven has been in the financial industry since 2000 and holds a Series 7, SIE, and Series 66 license. He is registered to provide investment advice in Arizona, California, Colorado, Florida, Idaho, Iowa, Michigan, Minnesota, New Mexico, North Carolina, Oklahoma, Texas, Washington, and Wisconsin. Prior to joining Centaurus Financial, Inc., Steven worked for DFPG Investments, Inc., Madison Avenue Securities, Inc., SII Investments, Inc., Morgan Peabody, Inc., Royal Alliance Associates, Inc., 1717 Capital Management Company, FFP Securities, Inc., Mutual Service Corporation, and AXA Advisors, LLC. Steven is a member of the Estate Planning Team and is the owner of both Nielsen Wealth Management Group, LLC, and Gilbert Tax Planning, LLC. Steven also teaches financial awareness seminars to the public.
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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2
AZ
08/08/2017 - Present
Centaurus Financial, Inc. (GILBERT AZ)
AZ
01/24/2014 - 08/02/2017
DFPG INVESTMENTS, INC. (Gilbert AZ)
AZ
03/29/2010 - 01/14/2014
MADISON AVENUE SECURITIES, INC. (TEMPE AZ)
AZ
09/06/2007 - 03/23/2010
SII INVESTMENTS, INC. (MESA AZ)
CA
11/17/2006 - 09/05/2007
MORGAN PEABODY, INC. (SHERMAN OAKS CA)
AZ
01/15/2004 - 11/30/2006
ROYAL ALLIANCE ASSOCIATES, INC. (MESA AZ)
DE
09/24/2003 - 02/12/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MO
11/25/2002 - 09/02/2003
FFP SECURITIES, INC. (CHESTERFIELD MO)
MA
05/01/2001 - 11/26/2002
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
05/25/2000 - 05/10/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 01/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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