Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Paul Boero is a financial advisor with over 40 years of experience in the industry. Steven Boero is a registered representative of Rubicon Advisors, and an investment advisor representative (IAR) with Rubicon Advisors. Prior to joining Rubicon Advisors in 2015, Steven Boero worked for VALIC Financial Advisors, Inc. and The Variable Annuity Marketing Company. Steven Boero is registered in 39 states and holds several licenses, including Series 7, 24, 26, 51, 63, and 66. Steven Boero provides financial planning, investment management, and other financial services to individuals, families, businesses, and retirement plans.
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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
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2
CA
09/10/2021 - Present
Rubicon Advisors (REDDING CA)
TX
07/29/1997 - 12/31/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
02/01/1979 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 03/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/11/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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