Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Wayne Fenyves is a financial advisor with over 30 years of experience in the industry. Steven is currently registered with Osaic Wealth, Inc. as an Investment Advisor Representative (IAR) and has previously been registered with Securities America, Inc., Valmark Securities, Inc., and Investments By Planners, Inc. Steven holds several licenses and certifications including the Series 63, Series 65, Series 7, and Series 31 exams, and has a Certified Financial Planner (CFP) designation. Steven is a member of the Florida Chapter of the U.S. Holocaust Memorial Museum Professional Action Committee, and has been actively involved in community outreach efforts. Steven specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, 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.
1
2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (BOCA RATON FL)
FL
11/28/2005 - 06/14/2024
SECURITIES AMERICA, INC. (BOCA RATON FL)
OH
10/06/2004 - 11/28/2005
VALMARK SECURITIES, INC. (AKRON OH)
FL
09/29/1994 - 09/30/2004
INVESTMENTS BY PLANNERS, INC. (BOCA RATON FL)
NA
07/06/1984 - 09/05/1984
CHESLEY AND DUNN, INC.
NA
06/07/1984 - 06/07/1984
FIRST INTERWEST SECURITIES CORPORATION
IA
Issued 10/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Fenyves is the right advisor for you? Invested Better is here to help.
