Unclaimed
Steven Thomas Bajema is a registered investment advisor representative associated with Cetera Investment Advisers LLC, located in Oklahoma City, OK. Steven Bajema has been in the industry since April 2011. Steven Bajema holds FINRA Series 6, 7, 63 and 65 licenses. The firm's main office is in Schaumburg, IL. Cetera Investment Advisers LLC has 6645 investment advisor representatives and manages more than $100 billion in assets for individuals, institutions, and corporations. Steven Bajema provides financial planning, educational seminars, portfolio management for businesses and individuals, selection of other advisors, and pension consulting 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.
1
2
OK
04/03/2014 - Present
Cetera Investment Advisers LLC (OKLAHOMA CITY OK)
OK
04/05/2011 - 11/05/2013
MML INVESTORS SERVICES, LLC (NORMAN OK)
IA
Issued 1/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/31/2014
Series 7 - General Securities Representative Examination
BC
Issued 4/4/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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