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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 M Dalton is an Investment Advisor Representative with Cetera Investment Advisers LLC. Steven is a financial professional with experience in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Steven holds the Certified Financial Planner and Chartered Financial Consultant designations. Steven has over 15 years of experience in the financial services industry.
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 11/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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