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 Sorensen is a financial professional with over 25 years of experience in the financial services industry. Steven has been a registered representative with Global View Capital Management LLC since January 2014. Prior to that, Steven worked at Purshe Kaplan Sterling Investments in Idaho Falls, ID from January 2014 to December 2022, Transamerica Financial Advisors, Inc. from January 2012 to December 2013 and World Group Securities, Inc. from April 2002 to January 2012. Steven holds a Series 63 license and a Series 65 license. Steven also holds a Series 6 and a Series 26 license.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
ID
05/04/2018 - Present
Global View Capital Management LLC (IDAHO FALLS ID)
ID
01/02/2014 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (IDAHO FALLS ID)
ID
01/06/2012 - 12/31/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (IDAHO FALLS ID)
ID
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (IDAHO FALLS ID)
GA
12/21/1995 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 10/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Steven Sorensen is the right advisor for you? Invested Better is here to help.
