Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Samuel Christensen is a financial advisor with Liberty Wealth Management, LLC, based in Oakland, CA. He has been in the financial services industry since 2005. Steven has a strong track record of providing financial advice and planning services to individuals, families and businesses. Steven is also licensed to sell insurance products and services. He offers portfolio management, financial planning, pension consulting, and educational seminars to 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.
Third-party management program
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Third-party management program
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2
CA
08/03/2023 - Present
Liberty Wealth Management, LLC (OAKLAND CA)
CA
08/07/2020 - 06/28/2022
AE FINANCIAL SERVICES, LLC (Oakland CA)
CA
01/27/2020 - 08/25/2020
LIBERTY GROUP, LLC (OAKLAND CA)
CA
06/12/2017 - 01/22/2020
AXA ADVISORS, LLC (SAN FRANCISCO CA)
CA
10/27/2005 - 06/25/2013
E*TRADE SECURITIES LLC (SAN FRANCISCO CA)
MO
02/09/2005 - 10/20/2005
SCOTTRADE, INC. (ST. LOUIS MO)
BC
Issued 06/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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