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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 Klahorst is a financial advisor with over 30 years of experience in the industry. Steven currently works for Cetera Investment Advisers LLC as a Registered Representative. Steven has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Steven has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice and investment strategies. Steven is also a Registered Investment Advisor and holds the Series 7, 24, 63, and 65 licenses.
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
CA
11/09/2023 - Present
Cetera Investment Advisers LLC (FULLERTON CA)
CA
02/11/2002 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (FULLERTON CA)
CA
11/25/1987 - 02/11/2002
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
IA
Issued 12/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/6/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/23/2006
Series 4 - Registered Options Principal Examination
BC
Issued 3/11/1998
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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