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 Martinez is a financial advisor registered with Regal Investment Advisors LLC. Steven has been in the financial industry since June 2011 and is a Certified Financial Planner. Steven's firm, Regal Investment Advisors LLC, is based in Kentwood, Michigan and manages assets for individuals, corporations, charitable organizations, and retirement plans. The firm provides financial planning, educational seminars, and portfolio management services. Steven is also the co-owner of Steven Michael Financial Group in Upland, California.
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.
Third party fees
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CA
02/01/2019 - Present
Regal Investment Advisors LLC (Upland CA)
IA
Issued 02/02/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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