Unclaimed
Steven Choquette is an investment advisor representative with Cetera Investment Advisers LLC. Steven has been in the financial services industry for over 15 years. Steven has been registered as a financial advisor in Connecticut, Florida, Massachusetts, New York and Virginia. Steven specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Steven is also a certified financial planner. In the past, Steven has also worked for VOYA FINANCIAL ADVISORS, INC., New England Securities, and Ameriprise Financial Services, Inc. Steven has a strong track record of success in helping clients achieve their financial goals.
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
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (CHESHIRE CT)
CT
11/15/2013 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (GLASTONBURY CT)
CT
10/14/2010 - 11/21/2013
NEW ENGLAND SECURITIES (WEST HARTFORD CT)
CT
09/03/2009 - 10/21/2010
SIGNATOR INVESTORS, INC. (ROCKY HILL CT)
CT
03/25/2008 - 11/21/2008
SIGNATOR INVESTORS, INC. (ROCKY HILL CT)
MA
04/18/2007 - 03/13/2008
AMERIPRISE FINANCIAL SERVICES, INC. (TOPSFIELD MA)
BOTH
Issued 6/1/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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