ADVISOR BIO

Steven Vieira is a financial advisor with Mariner Independent. Steven is a registered representative with both FINRA and the state of California. Steven has been in the securities industry since 2008. Steven has experience working with individuals, businesses, pension and profit sharing plans, charitable organizations, and high net worth individuals. Steven specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Steven Michael Vant is a financial advisor with Ameriprise Financial Services, LLC. Steven has been in the financial industry since September 27, 1991, and holds licenses in 16 states. He is also registered as an investment advisor representative in California and Texas. Steven’s experience includes working with a wide range of clients, including high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and individuals. He is committed to providing comprehensive financial planning and investment management services to his clients.

SPECIALIZATIONS

ADVISOR BIO

Steven Louis Payne is a financial advisor registered with United Capital Financial Advisors, located in San Diego, CA. Steven Payne is a veteran advisor with over 30 years of experience in the industry. Previously, Steven Payne worked at LPL Financial LLC, Girard Securities, Inc., Cetera Advisor Networks LLC, Goldman Sachs & Co. LLC, and Mercer Allied Company, L.P. Steven Payne offers a wide range of financial advisory services, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Steven Payne is registered with the state of California and Texas.

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ADVISOR BIO

Steven Spence Adkinson is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Steven has been in the industry since March 2001. Steven has a wide range of experience, including working for Citigroup Global Markets Inc. before joining Merrill Lynch. Steven is registered with the Securities and Exchange Commission and holds Series 7, Series 63, and Series 65 licenses. Steven is also registered in 28 states.

SPECIALIZATIONS

ADVISOR BIO

Steven Raymond Abraham is a financial advisor with The Ayco Company, LP. Steven has been in the industry since 2014. Steven has experience in providing investment advice to individuals and businesses. Steven has held licenses in multiple states. Steven's prior experience includes working with Mercer Allied Company, L.P. Steven holds licenses in multiple states for both investment advisory and brokerage services.

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ADVISOR BIO

Steven Bloom is a financial advisor with Valic Financial Advisors, Inc. Steven has over 30 years of experience in the financial services industry. Steven is registered with the state of California and Oregon. Steven also holds Series 6, 7, 26, 63 and 65 licenses. Steven is an Investment Advisor Representative. Steven's office is located in Modesto, California.

SPECIALIZATIONS

ADVISOR BIO

Steven Roy Perry is a financial advisor with over 19 years of experience in the industry. Steven is currently registered with LPL Financial LLC and Mariner Independent. Steven has a wide range of experience in the financial services industry, including investment advisory services, portfolio management for individuals and businesses, and financial planning. Steven is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Steven holds a Series 7, 24, 63, 66 and SIE.

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ADVISOR BIO

Steven Gold is a financial advisor with Western International Securities, Inc. Steven has been in the financial services industry since 1991 and is registered in 5 states. Steven is also registered as an Investment Advisor Representative in California. Steven's office is located at 900 E. Hamilton Ave., Ste. 100 in Campbell, CA. The firm has its main office located at 70 S. LAKE AVE., STE. 700, in Pasadena, CA. Western International Securities, Inc. specializes in portfolio management for individuals, portfolio management for businesses and financial planning.

SPECIALIZATIONS

ADVISOR BIO

Steven Lundgren is a financial advisor with over 25 years of experience in the financial services industry. Steven is registered with Wells Fargo Clearing Services, LLC and holds licenses to provide investment advice and securities trading services in California, New York and Texas. Steven is a Certified Financial Planner™ and has a wide range of experience in various areas of finance, including portfolio management, financial planning and investment consulting. Steven is also a registered representative of Wells Fargo Advisors, LLC, and provides investment advice and securities trading services to individuals and institutions.

SPECIALIZATIONS

ADVISOR BIO

Steven MacNear is an investment advisor representative with Next Financial Group, Inc. Steven has been in the financial services industry since 2005 and holds Series 6, 7, 63, and 65 licenses. Steven has a wide range of experience working with various financial institutions and has a strong track record of success in the industry. Steven is also an insurance agent and a rental property owner. Steven is a well-rounded financial professional with a strong commitment to providing clients with the highest level of service and expertise.

SPECIALIZATIONS