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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven R Madeira is an investment advisor representative at Cetera Investment Advisers LLC. Steven has over 25 years of experience in the financial services industry. Steven is registered with the state of Massachusetts and has passed the Series 63, Series 7, and Series 24 exams. Steven's previous employers include VOYA FINANCIAL ADVISORS, INC., AMERIPRISE FINANCIAL SERVICES, INC., IDS LIFE INSURANCE COMPANY, and BILTMORE SECURITIES, INC. Steven has experience working with individuals, corporations, pension and profit sharing plans, charitable organizations, and high net worth individuals.
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
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (SOUTH EASTON MA)
MA
11/03/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SOUTH EASTON MA)
MA
07/08/1998 - 06/15/2006
AMERIPRISE FINANCIAL SERVICES, INC. (SOUTH EASTON MA)
MN
07/08/1998 - 06/15/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
01/25/1996 - 08/21/1996
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
BC
Issued 02/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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