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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 Jacques is an investment advisor representative with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. Steven Jacques has been in the securities industry since March 8, 2000. Steven Jacques is registered with the state of Connecticut and Texas as an Investment Advisor Representative. Steven Jacques is also registered with the state of Alaska, Arizona, California, Connecticut, Delaware, Florida, Illinois, Maine, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont and Virginia as a Broker. Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (MERIDEN CT)
CT
03/09/2000 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MERIDEN CT)
IA
Issued 09/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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