Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Day is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC, located in Denver, Colorado. Steven holds the Series 63, Series 7, Series 24, and SIE licenses. Steven has been in the financial industry since 2009 and has worked at both Capwest Securities, Inc. and TIAA-Cref. Steven has been registered with the state of Colorado since June 2012 and is also registered in Maine.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
06/01/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
06/22/2009 - 08/18/2010
CAPWEST SECURITIES, INC. (GREELEY CO)
BC
Issued 08/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Day is the right advisor for you? Invested Better is here to help.
