Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Raymond Dutton is a financial advisor with over 20 years of experience in the industry. Steven has a Series 66, Series 7 and SIE licenses and is registered with the state of Oregon. Steven is currently employed with Cetera Investment Advisers LLC, a firm with a national presence. Prior to joining Cetera, Steven was an advisor with Pacific West Securities, Inc. and Duerr Financial Corporation. Steven is passionate about providing clients with comprehensive financial advice and helping them 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
OR
03/21/2024 - Present
Cetera Investment Advisers LLC (TILLAMOOK OR)
OR
01/03/2006 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (TILLAMOOK OR)
CA
10/01/2003 - 12/13/2005
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
BOTH
Issued 10/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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