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 Van metre is an Investment Advisor Representative with Atlas Financial Advisors, Inc. Steven has over 15 years of experience in the financial industry, having started his career at Capital Financial Services, Inc. Steven is licensed to provide investment advice in California, Florida, Indiana and Texas. Steven holds the Series 6, Series 63 and Series 65 licenses. Steven's specialties include financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, portfolio management for businesses and portfolio management for individuals. Steven's current practice includes pension and profit sharing plans, corporations or other businesses and individuals other than high net worth.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
04/21/2014 - Present
Atlas Financial Advisors, Inc. (OROVILLE CA)
IL
08/28/2008 - 11/20/2008
BROKERSXPRESS LLC (CHICAGO IL)
CA
12/12/2005 - 09/04/2008
CAPITAL FINANCIAL SERVICES, INC. (BAKERSFIELD CA)
MI
11/03/2005 - 11/15/2005
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
IA
Issued 11/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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