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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 Lundquist is a financial advisor with Centaurus Financial, Inc. Steven is a Series 7, Series 24, and Series 63 licensed professional. Steven has been working in the financial industry since 1990. Steven has experience with a variety of financial institutions including Ameriprise Financial Services, Inc., Woodbury Financial Services, Inc., Paulson Investment Company, Inc., Investment Management Corporation, Wells Fargo Investments, LLC, Key Investment Services LLC, McDonald Investments Inc., Pro-Integrity Securities, Inc., First Union Securities Financial Network, Inc., Sunpoint Securities, Inc., Dain Rauscher Incorporated, and Piper Jaffray Inc. Steven has an active BC registration with the Financial Industry Regulatory Authority (FINRA) and is currently licensed in Arizona, California, Colorado, Hawaii, Idaho, Nevada, New Mexico, Texas, Utah, and Washington. Steven provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, 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
UT
12/19/2018 - Present
Centaurus Financial, Inc. (SPRINGVILLE UT)
UT
03/23/2018 - 01/07/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Orem UT)
UT
10/05/2010 - 04/20/2018
CENTAURUS FINANCIAL, INC. (OREM UT)
WA
02/28/2008 - 11/03/2010
WOODBURY FINANCIAL SERVICES, INC. (GIG HARBOR WA)
WA
11/01/2007 - 12/19/2007
PAULSON INVESTMENT COMPANY, INC. (GIG HARBOR WA)
UT
04/13/2006 - 11/05/2007
INVESTMENT MANAGEMENT CORPORATION (BOUNTIFUL UT)
WA
02/27/2006 - 04/20/2006
WELLS FARGO INVESTMENTS, LLC (EVERETT WA)
OH
01/03/2006 - 02/27/2006
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
09/02/2003 - 12/31/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
TX
08/31/2001 - 09/02/2003
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
MO
12/02/1999 - 09/06/2001
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
TX
06/25/1998 - 11/19/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
NY
03/02/1998 - 06/08/1998
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
11/02/1995 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MN
06/22/1990 - 10/26/1995
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 07/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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