Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Zeigler is an active financial advisor in Mechanicsburg, PA, and has been in the financial industry since 1991. Steven has a background in providing financial planning, portfolio management, and educational seminars for businesses and individuals. Steven is currently registered with Osaic Wealth, Inc., a firm based in Scottsdale, AZ. Previously, Steven was registered with Signator Investors, Inc. and Nationwide Advisory Services, Inc.
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
PA
11/02/2018 - Present
Osaic Wealth, Inc. (MECHANICSBURG PA)
PA
08/30/2001 - 11/02/2018
SIGNATOR INVESTORS, INC. (MECHANICSBURG PA)
OH
07/29/1993 - 08/16/2001
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
CA
08/15/1991 - 04/23/1993
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
TX
07/09/1991 - 08/19/1991
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 09/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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