Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Louis Polaski is a financial advisor with Cetera Investment Advisers LLC, based in Livermore, CA. Steven has been in the financial services industry since 1998 and holds licenses and registrations for multiple states. Steven is a Certified Financial Planner™ and can provide various financial planning services, including portfolio management for individuals and businesses, as well as pension consulting and educational seminars. Steven also has experience with a range of firms including Summit Brokerage Services, Inc., Wachovia Securities Financial Network, LLC, and E*Offering.
LIVERMORE, CA
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (LIVERMORE CA)
CA
12/11/2003 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (PLEASANT HILL CA)
MO
07/03/2003 - 12/18/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
CA
07/09/1999 - 10/16/2000
E*OFFERING (SAN FRANCISCO CA)
NJ
03/24/1999 - 06/30/1999
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
CA
09/01/1998 - 03/08/1999
BANCBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
CA
04/29/1998 - 09/01/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
BC
Issued 6/23/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 1/6/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/9/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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