Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Robert Seibel is a financial advisor who has been in the industry since 1983. Steven is currently registered with Corecap Advisors, a firm that provides financial planning, portfolio management, and educational seminars. Previously, Steven worked at Capital Synergy Partners and Financial West Group. Steven has a variety of licenses and designations, including the Series 6, 7, 26, 63, and 65 exams, as well as the Chartered Financial Consultant designation. Steven is a member of the Lake Country Fire Commission and serves as President of the Nashotah Shores Homeowners Association. Steven also owns and operates Lake Country Insurance & Financial Services.
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.
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
WI
03/10/2017 - Present
Corecap Advisors (Nashotah WI)
WI
01/03/2011 - 03/13/2017
CAPITAL SYNERGY PARTNERS (NASHOTAH WI)
WI
02/03/2004 - 12/31/2010
FINANCIAL WEST GROUP (NASHOTAH WI)
NJ
06/24/1983 - 02/24/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 10/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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