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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 Nartker is a financial advisor with Avantax Advisory Services, a firm with offices in Dallas, Texas. Steven has been in the industry since 2006 and has a range of experience in financial planning, portfolio management, and tax planning. He has earned the Personal Financial Specialist designation from the American Institute of Certified Public Accountants. Steven is registered with the state of California and Texas, and is a member of the Financial Industry Regulatory Authority (FINRA). Avantax Advisory Services provides a variety of services to individuals, families, and businesses, including financial planning, investment management, retirement planning, and tax planning.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
02/06/2024 - Present
Avantax Advisory Services (San Diego CA)
CA
05/23/2017 - 11/03/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (San Diego CA)
CA
09/20/2012 - 05/31/2017
HD VEST INVESTMENT SERVICES (San Diego CA)
CO
02/08/2006 - 06/15/2009
WELTON STREET INVESTMENTS LLC (DENVER CO)
BOTH
Issued 10/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2006
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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