Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lindquist is a financial advisor with Cetera Investment Advisers LLC. Steven has been in the industry since 1998 and has a wide range of experience. Steven provides financial planning and investment advice to individuals, families, and businesses. Steven holds the Series 7, Series 63, and Series 66 licenses. Steven is also a registered representative with Great Basin Credit Union, dba Great Basin Financial Services and Financial Horizons Investment & Insurance 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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2
NV
06/29/2023 - Present
Cetera Investment Advisers LLC (SPARKS NV)
NV
03/09/2011 - 08/10/2012
ALLSTATE FINANCIAL SERVICES, LLC (RENO NV)
NV
04/21/2008 - 02/11/2011
NYLIFE SECURITIES LLC (RENO NV)
NY
05/01/1995 - 04/06/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 04/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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