Unclaimed
Steven Weide is a financial advisor with Assetmark Brokerage, LLC, and is registered with the state of Arizona. Steven began working in the securities industry in 2002 and has experience with Capital Brokerage Corporation and Vanguard Marketing Corporation. Steven is also registered with FINRA as a General Securities Representative and Investment Company Products/Variable Contracts Representative. Steven holds Series 7, Series 6, Series 26, and Series 63 licenses.
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.
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.
1
2
AZ
08/15/2014 - Present
Assetmark Brokerage, LLC (Phoenix AZ)
VA
04/29/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
AZ
06/25/2002 - 02/05/2013
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 06/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Weide is the right advisor for you? Invested Better is here to help.