Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Skipper is a financial advisor with Cetera Investment Advisers LLC. Steven has been in the financial services industry since October 31, 2000. Steven is registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative (IAR) in Tennessee. Steven is also a registered representative with FINRA. Steven specializes in financial planning, pension consulting, educational seminars, and selection of other advisers.
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.
1
2
TN
03/21/2024 - Present
Cetera Investment Advisers LLC (Brentwood TN)
TN
11/12/2009 - 01/29/2021
LPL FINANCIAL LLC (MURFREESBORO TN)
TN
10/31/2000 - 11/13/2009
EDWARD JONES (MURFREESBORO TN)
IA
Issued 11/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/2/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/10/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Skipper is the right advisor for you? Invested Better is here to help.
