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 Wilson is a financial advisor with Cetera Investment Advisers LLC. Steven is a Certified Financial Planner™ and has been in the financial services industry since 1994. Steven specializes in providing financial planning, investment management, and insurance services. Steven is also a licensed CPA and has over 30 years of experience in the accounting and tax preparation field. Steven is a dedicated professional who 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
OK
09/29/2021 - Present
Cetera Investment Advisers LLC (MUSKOGEE OK)
OK
12/13/1994 - 10/11/2021
AVANTAX INVESTMENT SERVICES, INC. (MUSKOGEE OK)
IA
Issued 12/2/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/15/1999
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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