Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven William Stahlberg is an investment advisor representative with D.a. Davidson & Co.. Steven has been in the industry since 1981. Steven is registered with FINRA and the state of California. In addition, Steven is registered with the states of Arkansas and Louisiana. Steven has experience with a variety of firms including Hilltop Securities Inc. and Mutual Securities, Inc. Steven's areas of specialization include portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars.
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
CA
01/14/2019 - Present
D.a. Davidson & Co. (ROSEVILLE CA)
CA
12/07/2015 - 02/13/2019
HILLTOP SECURITIES INC. (Roseville CA)
CA
11/13/2013 - 12/16/2015
MUTUAL SECURITIES, INC. (ROSEVILLE CA)
CA
07/01/2008 - 01/12/2012
ROBERT W. BAIRD & CO. INCORPORATED (ROSEVILLE CA)
CA
10/11/2007 - 06/06/2008
MORGAN STANLEY & CO. INCORPORATED (ROSEVILLE CA)
CA
04/29/1994 - 10/15/2007
WACHOVIA SECURITIES, LLC (FOLSOM CA)
NY
02/09/1988 - 04/12/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
02/15/1988 - 03/04/1988
SHEARSON LEHMAN HUTTON INC.
NA
01/19/1981 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 08/31/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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