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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 Mahan is a financial advisor who is active in Arizona. Steven is registered with Capital Insight Partners, LLC, and previously worked for American Funds Distributors, Inc. and Vanguard Marketing Corporation. Steven has passed the Series 6, Series 7, Series 63, and Series 65 exams and holds the Chartered Financial Analyst designation. Steven specializes in working with individual investors, high net worth individuals, and pension and profit-sharing plans.
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.
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.
Strategic management for diversified investment portfolios.
Investment counseling
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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AZ
02/24/2021 - Present
Capital Insight Partners, LLC (SCOTTSDALE AZ)
TX
09/14/2015 - 01/10/2021
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
AZ
03/16/2011 - 07/20/2012
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 12/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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