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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 Nelson is a Registered Investment Advisor Representative and a Financial Advisor with Capital Insight Partners, LLC and Faith Investor Services. Steven has been in the industry since 2004 and has a Series 7, Series 63, Series 31, and Series 65 license. Steven also holds the Chartered Financial Analyst (CFA) designation. Steven is a Portfolio Manager with Capital Insight Partners, LLC and is the CEO of the firm. Steven also has a leadership role at Faith Investor Services. In addition to Steven's primary roles, Steven has been involved in real estate, as an insurance agent, and as a business advisor.
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
08/27/2008 - Present
Capital Insight Partners, LLC (SCOTTSDALE AZ)
AZ
03/10/2011 - 12/31/2015
FOOTHILL SECURITIES, INC. (SCOTTSDALE AZ)
AZ
08/15/2008 - 03/04/2011
PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)
AZ
08/16/2004 - 08/20/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
IA
Issued 08/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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