Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Salvator Wedegis is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Steven has been in the securities industry since 1991. Steven has a Series 7, 6, 63, 24, 51, 65 and SIE licenses. Steven specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high net worth individuals, businesses, and charitable organizations. Steven is also an independent insurance agent for several independent insurance companies and serves as President of Financial Directions Inc. Cambridge Investment Research Advisors, Inc., is a national firm with a strong commitment to providing personalized investment advice and guidance to its clients.
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
CT
11/14/2011 - Present
Cambridge Investment Research Advisors, Inc. (NORWICH CT)
CO
11/17/1992 - 12/04/2001
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NY
02/26/1991 - 07/18/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/26/1991 - 07/18/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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