Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Vieira is a financial advisor with Mariner Independent. Steven is a registered representative with both FINRA and the state of California. Steven has been in the securities industry since 2008. Steven has experience working with individuals, businesses, pension and profit sharing plans, charitable organizations, and high net worth individuals. Steven specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
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
CA
10/06/2021 - Present
Mariner Independent (Walnut Creek CA)
CA
11/27/2017 - 09/01/2021
JONESTRADING (San Francisco CA)
CA
04/14/2011 - 11/03/2017
CANTOR FITZGERALD & CO. (SAN FRANCISCO CA)
CA
11/12/2009 - 12/23/2010
MORGAN STANLEY SMITH BARNEY (LOS ANGELES CA)
CA
01/01/2008 - 10/06/2009
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
BOTH
Issued 01/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2016
Series 57 - Securities Trader Exam
BC
Issued 12/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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