Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Spencer Cannon is a financial advisor who has been active in the industry since 2000. Steven is currently registered with Osaic Wealth, Inc. and is licensed in multiple states. Steven has previously worked at The Lincoln National Life Insurance Company, Mutual Securities, Inc., and Hagerty, Stewart & Associates, Inc. Steven holds a Series 63, Series 66, and Series 7 licenses. Steven also has a SIE license. Steven is committed to providing financial advice to individuals and businesses. Steven is dedicated to helping clients reach 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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/24/2025 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
IN
04/24/2002 - 03/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
11/18/1997 - 05/19/1999
MUTUAL SECURITIES, INC. (CAMARILLO CA)
CA
12/16/1996 - 10/06/1997
HAGERTY, STEWART & ASSOCIATES, INC. (SAN DIEGO CA)
BOTH
Issued 04/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Cannon is the right advisor for you? Invested Better is here to help.
