Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Ditch is a financial advisor who has been in the industry since 1982. He is registered with Cetera Investment Advisers LLC and has been with the firm since 2013. His primary location is in Placentia, California. Steven has a Series 7, Series 63, and SIE licenses. He is a Certified Financial Planner and offers financial planning, portfolio management for individuals and businesses, selection of other advisors, and educational seminars. He also provides tax preparation services through Harrison Tax Service. Steven has experience working with individuals, businesses, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions.
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.
1
2
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (PLACENTIA CA)
CA
09/24/1982 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (PLACENTIA CA)
BC
Issued 10/3/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Ditch is the right advisor for you? Invested Better is here to help.
