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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 Nordbeck is a financial advisor with Cetera Investment Advisers LLC, with a history of providing financial advice for over 35 years. Steven holds the Series 7 and Series 63 licenses and has been a Certified Financial Planner since 2001. Steven has previous experience with firms such as CUNA Brokerage Services, Inc., LaSalle St Securities, L.L.C., and Saperston Financial Inc. Steven works with a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations, and pension and profit-sharing plans.
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
FL
05/22/2017 - Present
Cetera Investment Advisers LLC (PALM HARBOR FL)
FL
01/29/2001 - 02/06/2014
CUNA BROKERAGE SERVICES, INC. (PALM HARBOR FL)
IL
10/02/1997 - 01/18/2001
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
NY
09/12/1994 - 10/16/1997
SAPERSTON FINANCIAL INC. (BUFFALO NY)
FL
08/17/1992 - 10/06/1994
SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)
CO
11/27/1990 - 08/19/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
07/01/1987 - 12/03/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BC
Issued 08/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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