Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Skillen is a financial advisor at Cambridge Investment Research Advisors, Inc. Skillen has been in the industry since 1995 and has extensive experience in the financial services industry. Skillen has held various positions at several firms, including INVEST Financial Corporation, MML Investors Services, Inc., Liberty Life Securities LLC and Liberty Securities Corporation. Skillen holds both Series 6 and Series 63 licenses and has also passed the SIE and Series 65 exams. Skillen specializes in providing financial advice to individuals and businesses. Skillen is also an independent insurance agent for various independent insurance companies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
02/13/2025 - Present
Cambridge Investment Research Advisors, Inc. (Port Richey FL)
MN
05/28/2004 - 11/01/2017
INVEST FINANCIAL CORPORATION (Wayzata MN)
MA
06/01/2000 - 06/03/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NH
12/01/1999 - 05/18/2000
LIBERTY LIFE SECURITIES LLC (DOVER NH)
NY
04/16/1997 - 12/01/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
CT
03/17/1995 - 03/21/1997
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 11/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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