Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gipson is an investment advisor representative with Cetera Investment Advisers LLC. Steven has been in the financial services industry since March 18, 1997. Steven has a Series 6, 63, 65 and 26 license. Cetera Investment Advisers LLC is a financial services firm that provides investment advice and financial planning services to individuals, businesses, and institutions. The firm manages approximately $104 billion in assets.
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
IN
06/29/2023 - Present
Cetera Investment Advisers LLC (NEW PALESTINE IN)
IN
04/25/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (NEW PALESTINE IN)
TX
01/30/2004 - 04/21/2006
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
AZ
10/01/2002 - 12/31/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
03/19/1997 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 06/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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