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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 Deangelis is a financial advisor who is currently registered with Verus Capital Partners, LLC in Arizona and Texas. Steven Deangelis has been in the industry since 1984. Steven Deangelis has Series 63, 65, 7, and 24 licenses. Steven Deangelis has been associated with FSC Securities Corporation since 1991. Steven Deangelis has experience working with individuals, high-net-worth individuals, corporations or businesses, charitable organizations, pension or profit-sharing plans, and trusts. Steven Deangelis specializes in financial planning, portfolio management, investment management, and pension consulting. Steven Deangelis also offers insurance services through Deangelis Investment 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.
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
AZ
10/15/2021 - Present
Verus Capital Partners, LLC (Gilbert AZ)
AZ
08/09/1991 - 10/15/2021
FSC SECURITIES CORPORATION (GILBERT AZ)
NA
09/08/1989 - 08/02/1991
MASON, HUNT & CO., INC.
WI
09/20/1984 - 09/13/1989
ISFA CORPORATION (APPLETON WI)
IA
Issued 01/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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