Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Patrick Arengo is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Mason, Ohio. Steven has been in the financial services industry since May 2000. Steven is a Registered Representative and Investment Advisor Representative, and holds licenses in multiple states. Steven has earned the Certified Financial Planner designation. Steven is also a registered representative of Cambridge Investment Research, Inc., which specializes in providing financial planning, investment advice, and insurance services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
11/01/2017 - Present
Cambridge Investment Research Advisors, Inc. (Mason OH)
OH
05/15/2012 - 11/03/2017
INVEST FINANCIAL CORPORATION (CINCINNATI OH)
OH
07/12/2001 - 05/31/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (CINCINNATI OH)
IA
05/03/2000 - 07/12/2001
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
BOTH
Issued 09/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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