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 financial advisor based in Indianapolis, Indiana. Steven has been in the financial services industry since 1990 and holds a variety of securities licenses and registrations. Steven is currently affiliated with Cetera Investment Advisers LLC and CWM, LLC DBA Carson Group Partners. Steven provides a range of financial services including portfolio management, financial planning, and estate 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.
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.
1
2
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (Wimauma FL)
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 06/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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