Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Burnett is a financial advisor with over 30 years of experience in the financial industry. Steven is registered with Allworth Financial, LP, and provides financial advice to individuals, families, and businesses. Steven is also a Certified Financial Planner™. Previous to working with Allworth Financial, Steven was employed by Securities America, Inc. and The Advisors Group, Inc. Steven holds multiple licenses and registrations, including Series 6, 7, 24, 53, and 63, and has a broad range of experience in investment planning, retirement planning, and estate planning. Steven provides financial advice to a variety of clients, including high-net-worth individuals, families, and businesses.
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.
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2
CA
11/09/2011 - Present
Allworth Financial, LP (FOLSOM CA)
CA
10/15/1996 - 12/31/2007
SECURITIES AMERICA, INC. (SACRAMENTO CA)
MD
03/26/1993 - 09/24/1996
THE ADVISORS GROUP, INC. (BETHESDA MD)
BC
Issued 02/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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