Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Hale is a financial advisor with Cambridge Investment Research Advisors, Inc. Steven has been in the financial services industry since 1991. Steven is registered to provide investment advice in 38 states. Steven is a Certified Financial Planner and has Series 7, 63, and 24 licenses. Steven has a strong background in tax preparation, insurance, and church administration. Steven has a broad range of experience and is committed to providing personalized financial advice to help clients 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.
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
TN
11/01/2016 - Present
Cambridge Investment Research Advisors, Inc. (Brentwood TN)
IL
07/19/1994 - 01/28/2015
CETERA FINANCIAL SPECIALISTS LLC (EAST MOLINE IL)
NA
02/05/1993 - 08/10/1994
FIVE STAR RESOURCES, INC.
CA
08/23/1991 - 01/01/1993
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
BC
Issued 08/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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