Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Todd Naiser is a registered Investment Advisor Representative with Bartlett & Co. Wealth Management LLC. Steven has been in the industry since 2012. Steven is a Chartered Financial Analyst, with 20 years of experience, and specializes in providing financial planning and portfolio management services to individuals, families, and corporations. Steven is also registered as an Investment Advisor Representative in Kentucky, Florida, and Texas. Steven is committed to providing his clients with personalized financial advice and investment solutions.
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.
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.
Credit and cash management solutions; insurance solutions
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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KY
02/12/2023 - Present
Bartlett & Co. Wealth Management LLC (Louisville KY)
IA
Issued 12/13/2000
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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