Unclaimed
Steven Thomas Weld is a financial advisor based in Overland Park, KS. Steven has been working in the financial services industry since 1983. Steven is currently registered with Cetera Advisor Networks LLC, which is based in Overland Park, KS. Steven is also registered with the states of Florida, Iowa, Kansas, Missouri, Utah, and Virginia.
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.
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.
1
2
KS
09/03/2013 - Present
Cetera Advisor Networks LLC (OVERLAND PARK KS)
KS
07/23/2010 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (OVERLAND PARK KS)
KS
07/13/2006 - 08/04/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (OVERLAND PARK KS)
KS
01/11/2006 - 07/25/2006
WINDWARD SECURITIES CORPORATION (OVERLAND PARK KS)
KS
06/02/2000 - 12/31/2005
TOWER SQUARE SECURITIES, INC. (OVERLAND PARK KS)
IN
01/04/1999 - 05/11/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CT
10/15/1993 - 01/12/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
CT
11/28/1984 - 10/24/1989
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
BC
Issued 01/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1980
Series 2 - Non-Member General Securities Examination
BC
Issued 10/17/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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