ADVISOR BIO

Steven Edward Cutcliffe is an Investment Advisor Representative at Cerity Partners LLC in Greenbrae, CA. Steven Cutcliffe has been in the industry since May 2011. Steven Cutcliffe has a Series 65 license. Cerity Partners LLC specializes in providing financial planning, portfolio management, and tax services for individuals, families, and businesses. The firm's main office is located in New York, NY.

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ADVISOR BIO

Steven Kern is an investment advisor with over 25 years of experience in the financial services industry. Steven began his career at Smith Barney Inc. in 1994 and has since worked for several other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, CITICORP INVESTMENT SERVICES, and UBS FINANCIAL SERVICES INC. Steven is currently registered with Morgan Stanley and offers a variety of services including portfolio management, financial planning, and asset allocation advice.

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ADVISOR BIO

Steven Erasmo Villeda is a registered representative with J.p. Morgan Securities LLC in the Toluca Lake, California area. Steven has been in the securities industry since December 2023. Steven is licensed to sell securities in the state of California. Steven holds the Series 6TO, Series 63, and SIE licenses.

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ADVISOR BIO

Steven Kleinertz is an investment advisor representative registered with Morgan Stanley. He has been in the industry since 2007, and is currently registered with the state of California. Steven is licensed to provide investment advice in various areas. He previously worked for Morgan Stanley & Co. Incorporated and MML Investors Services, Inc.. Steven is a licensed advisor in numerous states, including Texas, California, and Alabama.

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ADVISOR BIO

Steven Albert Davis is a financial advisor with UBS Financial Services Inc. who has been in the industry since 1987. He is registered in 32 states and has Series 3, 7, and 63 licenses as well as the SIE. Steven Albert Davis is a veteran of the industry and offers a wide range of investment products and services to his clients. Steven Albert Davis is a well-established advisor who can help you with all of your financial needs.

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ADVISOR BIO

Steven Cannatella is a financial advisor with Principal Securities, Inc. Steven is a registered Investment Advisor Representative and General Securities Representative with over 30 years of experience in the financial services industry. Steven has a strong background in providing investment advice to individuals and families. Steven is also a Registered Principal with Principal Securities, Inc.

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ADVISOR BIO

Steven Clint Gee is a financial advisor with Cetera Investment Advisers LLC, working out of the Pleasanton, CA branch office. Steven has been in the financial services industry since 2001. He holds the Series 7, Series 63, and Series 65 licenses. He has experience working with clients including individuals, corporations, high-net-worth individuals, trusts, charitable organizations, and pension plans. Steven also holds an insurance license and has worked as an independent insurance agent.

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ADVISOR BIO

Steven Randall Geraghty is a financial advisor with over 40 years of experience in the financial services industry. Steven has been with Morgan Stanley since 2009, previously serving as a financial advisor with Citigroup Global Markets Inc. for over 15 years. Steven is registered with the state of California and has several industry certifications, including Series 3, 5, 7, 9, 10, and SIE. Steven specializes in providing financial advice to individuals, families, and businesses. Steven offers a variety of financial services, including investment management, retirement planning, and estate planning.

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ADVISOR BIO

Steven Yamshon is a registered investment advisor representative with Benefit Financial Services Group. Steven has been in the financial services industry since 1985. Steven is licensed to provide investment advisory services in California and Texas. Steven has passed the Series 65 and Series 2 exams. Benefit Financial Services Group is a Registered Investment Advisor with approximately $1,149,087,191 in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

Steven Fusco is a financial advisor with over 40 years of experience in the industry. Steven is currently registered with Morgan Stanley in Woodland Hills, CA. Steven is a seasoned professional with experience in various financial sectors. Steven has held previous roles at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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