Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Ziegler is a financial advisor associated with First Command Advisory Services. Steven holds Series 63, Series 65, and Series 6TO licenses and the SIE designation. Steven is registered with the state of South Carolina. First Command Advisory Services provides financial planning and portfolio management for individuals. Steven is also the owner of a real estate/rental property business in Sumter, South Carolina and a woodworker.
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.
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
SC
08/23/2024 - Present
First Command Advisory Services (Sumter SC)
IA
Issued 07/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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