Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Vacinek is a financial advisor with Cetera Investment Advisers LLC, based in Minneapolis, Minnesota. Steven has over 25 years of experience in the financial services industry. Steven holds the Series 7, 24, 63, and 65 licenses. Steven is also registered as an investment advisor representative in Minnesota. Steven offers a wide range of financial services, including financial planning, portfolio management, and retirement planning. Steven has experience working with clients of all types, including individuals, families, businesses, and charitable organizations.
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
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
06/03/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/03/2021 - 10/18/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
MN
12/15/2015 - 04/02/2021
THRIVENT DISTRIBUTORS, LLC (Minneapolis MN)
MN
05/01/2014 - 06/13/2019
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
ME
02/08/2013 - 04/04/2014
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MN
03/17/2006 - 12/31/2012
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
06/21/2007 - 12/31/2009
CRI SECURITIES, LLC (ST PAUL MN)
MN
05/21/2001 - 06/03/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MN
11/29/2001 - 12/31/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
12/17/2000 - 05/21/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 05/21/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
03/01/1996 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IA
Issued 9/8/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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