Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Myles Oliver is a financial advisor with Cambridge Investment Research, Inc. based in Fairfield, Iowa. Steven has been in the financial industry since October 2, 2001. Steven is licensed in Iowa and South Carolina and holds Series 7, Series 63, Series 65, and SIE licenses. Steven was previously employed by Cetera Advisors LLC, SagePoint Financial, Inc., and Wachovia Securities, LLC.
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.
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.
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2
IA
10/14/2013 - Present
Cambridge Investment Research, Inc. (FAIRFIELD IA)
CO
02/08/2011 - 10/15/2013
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
AZ
04/13/2007 - 12/13/2010
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
VA
08/16/2001 - 03/28/2007
WACHOVIA SECURITIES, LLC (RICHMOND VA)
BC
Issued 11/07/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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