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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. Tavares is a financial advisor with Cetera Investment Advisers LLC and has been in the industry since July 2007. Steven holds Series 6, 7, 63 and SIE licenses and is registered in Connecticut, Delaware, New Jersey, New York, and North Carolina. Steven previously worked with Foresters Financial Services, Inc. in North Haven, CT. Cetera Investment Advisers LLC is a registered investment advisor with over 6600 registered representatives. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other advisory services.
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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CT
09/30/2024 - Present
Cetera Investment Advisers LLC (NORTH HAVEN CT)
CT
07/06/2007 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (NORTH HAVEN CT)
BC
Issued 07/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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