Years of Experience
5-20+ Years
PHOENIX, AZ
27 Years Experience
1 Disclosures
ADVISOR BIO
Stephen Riordan is an investment advisor representative with LPL Financial LLC, a registered investment advisor with the SEC. Stephen has been in the financial services industry since 1997 and is currently registered in 21 states. Stephen is a Series 7, Series 63, and Series 65 licensed professional. Stephen previously worked at BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc.
SPECIALIZATIONS
SCOTTSDALE, AZ
0 Disclosures
ADVISOR BIO
Stephen Paluga is a financial advisor with Watch Guard Capital LLC. Stephen has been working in the financial services industry since 2010 and holds a Series 63 and 66 license as well as the Series 9 and SIE exams. Stephen is a Certified Financial Planner™ professional and specializes in financial planning, portfolio management for individuals, and educational seminars. Stephen also has a background serving in the Arizona Air National Guard.
SPECIALIZATIONS
Scottsdale, AZ
33 Years Experience
0 Disclosures
ADVISOR BIO
Stephen Byrd Horrell is a financial advisor with MML Investors Services, LLC. Stephen has been in the financial services industry since June 1992. Stephen is registered with the state of Arizona. Stephen is a Series 6 and 63 licensed representative with the firm. He also holds the Series SIE license. Stephen's firm MML Investors Services, LLC is an investment advisor with approximately $72.83 billion in assets under management.
SPECIALIZATIONS
Queen Creek, AZ
5 Years Experience
0 Disclosures
ADVISOR BIO
Stephen Sample is a financial advisor at Raymond James Financial Services Advisors, Inc. in Queen Creek, Arizona. Stephen has been in the industry since 2020 and has experience with both Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. MORGAN SECURITIES LLC. Stephen is registered with the state of Arizona and holds Series 7TO, Series 63, and Series 66 licenses. Stephen specializes in providing financial planning and portfolio management services to individuals and businesses. Stephen also works with insurance companies, charitable organizations, and pension and profit-sharing plans.
SPECIALIZATIONS
Verified
LPL Financial LLC | CFP ®,CFC ® (Certifications)
Scottsdale, AZ
27 Years Experience
0 Disclosures
ADVISOR BIO
Steve Boeckmann is a financial advisor with LPL Financial LLC and has been in the industry since August 7, 1998. Steve is registered with the state of Arizona, Illinois, and Texas. Steve previously worked at VALIC Financial Advisors, Inc., OneAmerica Securities, Inc., Mutual of Omaha Investor Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Merriman Capital, Inc., Thomas Weisel Partners LLC, Preferred Capital Markets, Inc., BancAmerica Robertson Stephens, Robertson, Stephens & Company LLC, and Hambrecht & Quist LLC. Steve holds the Series 7, Series 55, Series 63, and Series 66 licenses. Steve is a Certified Financial Planner and a Chartered Financial Consultant.
SPECIALIZATIONS
Phoenix, AZ
33 Years Experience
0 Disclosures
ADVISOR BIO
Steve Howard Nelson is a financial advisor with over 30 years of experience in the industry. Steve is currently registered with Ameriprise Financial Services, LLC, and is licensed to provide investment advice in Arizona, California, and Texas. Prior to joining Ameriprise, Steve worked at FSC Securities Corporation, Walnut Street Securities, Inc., Waddell & Reed, Inc., and NYLIFE Securities Inc. Steve holds several industry certifications, including the Series 6, 7, 22, 24, 63, and 65 exams.
SPECIALIZATIONS
SCOTTSDALE, AZ
4 Years Experience
0 Disclosures
ADVISOR BIO
Steve Lusietto is a financial advisor affiliated with Fidelity Personal and Workplace Advisors. Steve is registered with the state of Arizona and Texas as an investment advisor representative. Steve has been a part of the financial industry since 2021 and has worked for Fidelity Personal and Workplace Advisors since 2022. Previously, Steve was employed by Robinhood Financial, LLC and TD Ameritrade, Inc.
SPECIALIZATIONS
TEMPE, AZ
25 Years Experience
0 Disclosures
ADVISOR BIO
Steve Allen James has been a financial advisor for over 20 years. Steve currently works with Cambridge Investment Research Advisors, Inc. Steve is also a registered representative in Arizona and Texas. Steve's previous work experience includes roles at Legend Equities Corporation, American General Financial Advisors, Inc., and The Variable Annuity Marketing Company. Steve has a wide range of experience and is well-equipped to provide financial advice to individuals, families, and businesses.
SPECIALIZATIONS
PEORIA, AZ
32 Years Experience
0 Disclosures
ADVISOR BIO
Steve Smith is an active Registered Representative and Investment Advisor Representative with Centaurus Financial, Inc. Steve is licensed to offer investment advice and securities products in Arizona and California. Steve has been in the financial services industry since 1993, with previous experience at Wall Street Financial Group, Inc., California Financial Network, Inc., Financial Network Investment Corporation, and Jackson National Financial Services, Inc. Steve is also affiliated with Estate Planning Team, providing investment vehicles for trustees of clients that participate in the trust. Steve has earned several industry designations, including the Series 6, Series 63, Series 26, and Series 65 securities licenses, as well as the SIE exam. Steve offers a range of services to individuals, including financial planning, pension consulting, educational seminars, market timing services, and portfolio management.
SPECIALIZATIONS
PHOENIX, AZ
6 Years Experience
0 Disclosures
ADVISOR BIO
Steven Garth Selsky is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Phoenix, Arizona. Steven has been in the securities industry for over four years and is licensed to offer a wide range of investment products and services. Steven holds Series 7, Series 66, and SIE licenses, and is registered to conduct business in multiple states. Steven has experience working with a diverse range of clients, including individuals, corporations, and institutions.
SPECIALIZATIONS