ADVISOR BIO

Steven Elbert King is a Registered Representative with Cetera Investment Advisers LLC in Santa Cruz, CA. Steven has been in the securities industry since June 15, 1993. Steven also has a Series 24 General Securities Principal license. Prior to Cetera Investment Advisers LLC, Steven worked for First Allied Securities, Inc. in Santa Cruz, CA.

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ADVISOR BIO

Steven William Norin is a registered representative with Morgan Stanley, with over 35 years of experience in the financial services industry. Steven has held a variety of roles at previous firms including CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Steven is also a registered investment advisor, and holds a Series 63 and Series 65 license. Steven specializes in financial planning, asset allocation advice, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Steven Kimes is a registered investment advisor representative with Packerland Brokerage Services, Inc. Steven Kimes has been in the industry since 2003. Steven Kimes is registered in the state of California. Steven Kimes also has previous registration with FORESTERS EQUITY SERVICES, INC. and QA3 FINANCIAL CORP. Steven Kimes offers financial planning, pension consulting, educational seminars, and selection of other advisors. Steven Kimes is also registered to provide portfolio management for individuals.

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ADVISOR BIO

Steven Michael Keesal is a financial advisor with RBC Capital Markets, LLC, based in Rolling Hills, CA. Steven has been working in the financial industry since June 2008. Steven holds the Series 66, Series 7, and SIE exams. Steven is registered in 21 states. Steven specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.

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ADVISOR BIO

Steven Tran is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Steven has been in the financial industry since November 2013. Steven holds a Series 6, 7, 63, and 66 licenses. Steven has been registered with Wells Fargo Advisors Financial Network, LLC in California and Texas since September 2022. Steven has also been registered with Wells Fargo Clearing Services, LLC in California from November 2013 to September 2022. Steven's office is located in Irvine, California. Steven's specializations include retirement planning, insurance, education planning, estate planning, and business planning.

SPECIALIZATIONS

ADVISOR BIO

Steven 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.

SPECIALIZATIONS

ADVISOR BIO

Steven Hubert Williams is a financial advisor with over 27 years of experience in the industry. Steven is registered with Avantax Advisory Services and holds Series 6, 7, and 63 licenses. Steven's areas of expertise include financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Steven also provides solicitor referral services to third-party investment managers and participant enrollment meetings. Steven's clients include individuals, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

Steven Do is an investment advisor representative with Morgan Stanley. Steven has been in the industry since September 2010 and is registered in 51 states and 4 jurisdictions as an investment advisor representative. Steven has experience with a variety of financial products and services, including investment advisory services, financial planning, and pension consulting. Steven has also worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Steven Michael Stroup is a financial advisor with over 38 years of experience in the industry. Steven is currently registered with LPL Financial LLC. He specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Steven has previously worked with WELLS FARGO CLEARING SERVICES, LLC and FIRST UNION CAPITAL MARKETS CORP. He holds a Series 7, Series 63, and Series 65 license. Steven is a member of the Bedford Trading Club Investment Club and is a notary.

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ADVISOR BIO

Steven Down is a financial advisor with Mutual Advisors, LLC and is licensed in both California and Colorado. Steven has been in the financial industry since June 2008, having previously held positions at National Planning Corporation, Financial Security Management, Inc., and Mutual Securities Inc. Steven is a Certified Public Accountant (CPA) and has a strong background in tax preparation and accounting services. Steven also has experience as a real estate loan originator. Steven's primary focus is providing financial planning and portfolio management services to individuals and businesses. Steven's expertise includes investment advice, financial planning, and retirement planning. He is committed to helping clients achieve their financial goals. Steven's clients include individuals, families, businesses, and pension and profit-sharing plans. Steven's firm, Mutual Advisors, LLC, has a strong track record of success in managing client assets. Steven is committed to providing clients with the highest level of service and expertise.

SPECIALIZATIONS