Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven MacNear is an investment advisor representative with Next Financial Group, Inc. Steven has been in the financial services industry since 2005 and holds Series 6, 7, 63, and 65 licenses. Steven has a wide range of experience working with various financial institutions and has a strong track record of success in the industry. Steven is also an insurance agent and a rental property owner. Steven is a well-rounded financial professional with a strong commitment to providing clients with the highest level of service and expertise.
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.
Seminar/workshop attendance fees
1
2
CA
09/12/2018 - Present
Next Financial Group, Inc. (Sebastopol CA)
CA
03/09/2011 - 09/14/2018
WADDELL & REED (CAMPBELL CA)
CA
04/07/2010 - 03/14/2011
METLIFE SECURITIES INC. (SACRAMENTO CA)
CA
04/04/2005 - 02/09/2010
MML INVESTORS SERVICES, INC. (SACRAMENTO CA)
IA
Issued 05/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven MacNear is the right advisor for you? Invested Better is here to help.
