Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven L. Wilson is a financial advisor with Cetera Investment Advisers LLC. Steven has been in the financial services industry since December 12, 1994, and has held a variety of roles in the industry, including financial advisor, insurance agent, and CPA. Steven is a Certified Financial Planner and has a strong understanding of financial planning and investment management. Steven is committed to providing clients with personalized financial advice and helping them 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
OK
09/29/2021 - Present
Cetera Investment Advisers LLC (TULSA OK)
OK
12/13/1994 - 10/11/2021
AVANTAX INVESTMENT SERVICES, INC. (MUSKOGEE OK)
IA
Issued 12/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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