Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kulesza is a financial advisor with Dynamic Wealth Advisors located in Cave Creek, Arizona. Steven is a Certified Financial Planner and has been in the financial industry since 2003. He has worked for several firms including M.S. HOWELLS & CO. and Charles Schwab & Co., Inc. Steven has a Series 66, Series 7 and SIE license and specializes in various areas including Financial Planning, Portfolio Management, and Retirement Planning. He is also a Registered Investment Advisor and is able to provide advisory services for individuals, corporations, pension plans, and other entities.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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AZ
11/28/2022 - Present
Dynamic Wealth Advisors (Cave Creek AZ)
AZ
10/15/2019 - 10/18/2022
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
AZ
10/12/2015 - 10/09/2019
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
WI
07/17/2013 - 09/30/2015
MFD DISTRIBUTOR, LLC (MADISON WI)
AZ
03/24/2008 - 07/16/2013
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
09/25/2003 - 03/03/2008
AMERIPRISE FINANCIAL SERVICES, INC. (PHOENIX AZ)
MN
09/30/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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