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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 Dalton is a financial advisor with Cetera Investment Advisers LLC. Steven has been in the industry since 2008 and has a strong background in financial planning, portfolio management, and retirement planning. Steven also holds the Certified Financial Planner™ and Chartered Financial Consultant designations, as well as Series 7 and 66 securities licenses. Steven is dedicated to providing personalized financial advice to help clients achieve their financial goals. Steven Dalton has a long history of working with clients across various industries. Steven has worked for Cambridge Investment Research, Inc., APW CAPITAL, INC., and LINCOLN FINANCIAL SECURITIES CORPORATION, as well as Cetera Advisor Networks LLC.
Sahuarita, AZ
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
AZ
06/18/2024 - Present
Cetera Investment Advisers LLC (Sahuarita AZ)
NH
11/12/2018 - 06/26/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bedford NH)
NH
10/16/2012 - 11/30/2018
APW CAPITAL, INC. (BEDFORD NH)
NH
07/16/2008 - 10/17/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (BEDFORD NH)
BOTH
Issued 11/1/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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