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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 Leonard Motta is a financial advisor with Cetera Investment Advisers LLC and has been in the industry since 1991. Steven is registered with the state of Illinois as both a Registered Representative (Series 63) and an Investment Advisor Representative (Series 65). Steven is also licensed with the state of California, Colorado, New York and Wisconsin, and he holds the Series 6 and SIE securities licenses. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. Cetera Investment Advisers LLC has offices in Long Grove, Illinois. Cetera Investment Advisers LLC has a total of 16618 clients, including high net worth individuals, corporations, pension plans, and charitable organizations. Cetera Investment Advisers LLC manages $104.4 billion in assets. Steven L. Motta & Assoc, LTD is not investment-related but Steven is the sole owner, and does 40 hours per week of accounting and tax preparation. Steven also has a group health insurance agency where he splits commissions with another agent.
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
IL
02/16/1998 - Present
Cetera Investment Advisers LLC (LONG GROVE IL)
IA
Issued 12/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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