Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Billet is a financial advisor in Indianapolis, Indiana. Steven is an Investment Advisor Representative (IAR) with Cambridge Investment Research Advisors, Inc., where he works for over a year. Previously, he was registered with Lincoln Financial Securities Corporation, Terra Securities Corporation, Capital Brokerage Corporation, Forth Financial Securities, Corporation, Princor Financial Services Corporation, and John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Steven has been in the financial services industry since 1974.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IN
05/23/2021 - Present
Cambridge Investment Research Advisors, Inc. (Indianapolis IN)
IN
02/08/2005 - 04/26/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (INDIANAPOLIS IN)
IL
01/01/2004 - 02/16/2005
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
VA
12/01/1997 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
12/24/1991 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
06/12/1991 - 12/16/1991
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
01/01/1974 - 05/03/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/01/1974 - 05/03/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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