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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 Zachary Dunn is an Investment Advisor Representative associated with Commonwealth Financial Network. Steven Dunn has been working in the financial services industry since 2010. Steven Dunn's branch office is located in Rehoboth Beach, DE, where Steven Dunn is registered as a Broker and Investment Advisor. Steven Dunn has licenses to provide financial services in 15 states and holds licenses for Series 6, 7, 63 and 65 exams. Steven Dunn has experience working at Invest Financial Corporation and WSFS Bank.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
DE
01/05/2015 - Present
Commonwealth Financial Network (Rehoboth Beach DE)
DE
10/01/2010 - 01/06/2015
INVEST FINANCIAL CORPORATION (MILLSBORO DE)
IA
Issued 01/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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