Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lee Ford is a wealth advisor with over 30 years of experience in the financial services industry. Steven is currently registered with Cetera Investment Advisers LLC, and CWM, LLC DBA Carson Group Partners. Steven has previously worked for CADARET, GRANT & CO., INC. and MUTUAL SERVICE CORPORATION. Steven is also a certified public accountant. Steven specializes in providing financial planning, estate planning, and investment advisory services to individuals and families. Steven is committed to helping clients achieve their financial goals.
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
IN
06/29/2023 - Present
Cetera Investment Advisers LLC (Indianapolis IN)
IN
07/17/2000 - 06/14/2019
CADARET, GRANT & CO., INC. (INDIANAPOLIS IN)
MA
06/22/2000 - 07/17/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
02/11/2000 - 06/16/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
TX
08/02/1990 - 02/08/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 6/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/21/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 5/1/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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