Years of Experience
5-20+ Years
LANCASTER, CA
19 Years Experience
1 Disclosures
ADVISOR BIO
Steven Angebrandt is a financial advisor at Edward Jones. Steven has been a financial advisor for over 18 years and is registered in 28 states. Steven's primary focus is providing financial advice to individuals, families, and small businesses. Steven holds the Series 63, Series 66, and Series 7 licenses as well as the SIE certification. Steven works out of the Lancaster, CA office.
SPECIALIZATIONS
EL DORADO HILLS, CA
27 Years Experience
0 Disclosures
ADVISOR BIO
Steven Albert Liaty is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Steven Liaty has been in the financial services industry since 1998. Steven Liaty holds Series 7, 31 and 63 securities licenses. Steven Liaty is also licensed to conduct investment advisory business in 20 states. Steven Liaty has previously worked for Morgan Stanley DW Inc..
SPECIALIZATIONS
PLACENTIA, CA
42 Years Experience
0 Disclosures
ADVISOR BIO
Steven Ditch has been in the financial services industry since 1982 and is currently registered with Cetera Investment Advisers LLC. Steven has a wide range of experience in providing financial advice to individuals, businesses, and charitable organizations. Steven is also a Certified Financial Planner. Steven is registered in 15 states and provides financial planning, portfolio management, and other services to clients. Steven is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
SAN DIEGO, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Steven Matthew Raymond is a financial advisor with LPL Financial LLC. Steven has been in the financial services industry since 2008. Steven holds the Series 63, Series 65, Series 7 and SIE securities licenses. Steven is also a Certified Financial Planner. Prior to joining LPL Financial LLC, Steven worked for Cambridge Investment Research, Inc., Ameritas Investment Corp., and AIG Financial Advisors, Inc. Steven has experience providing financial advice to individuals, families, and businesses.
SPECIALIZATIONS
SACRAMENTO, CA
14 Years Experience
1 Disclosures
ADVISOR BIO
Steven McCartney is a financial advisor at Fidelity Personal And Workplace Advisors, with over 10 years of experience in the industry. Steven is registered to provide investment advice in California. Steven's current position at Fidelity Personal And Workplace Advisors began in June 2021. Prior to that, Steven was a registered representative with Pruco Securities, LLC in Roseville, California from August 2014 to July 2021. Before Pruco Securities, LLC, Steven worked as a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, New York from January 1996 to December 1999.
SPECIALIZATIONS
YREKA, CA
0 Disclosures
ADVISOR BIO
Steven Joseph Jones is an active investment advisor representative with Edward Jones. Jones has been in the industry since July 2024. Jones is registered with FINRA and holds the Series 7, 66, and SIE licenses. Jones is also registered with the states of Alaska, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Idaho, Illinois, Kansas, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, and Washington. Jones has a background in construction and worked for Sampson Construction, Knife River Corporation, Livingston Construction, Fremont Chevrolet, Buick, GMC, B&B Aggregate, and the University of Wyoming.
SPECIALIZATIONS
Stevenson Ranch, CA
0 Disclosures
ADVISOR BIO
Steven Spare is a financial advisor with Ashton Thomas Private Wealth. Steven is licensed in California as an Investment Advisor Representative and holds a Series 3, 7 and 63 licenses. Steven has been in the industry since 1993 and has experience with a variety of financial products and services. Steven has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Froley, Revy Asset Traders, Inc., and Sanford C. Bernstein & Co., Inc. Steven is a Chartered Financial Analyst (CFA) and specializes in a variety of financial planning services including financial planning, pension consulting, selection of other advisors and portfolio management for individuals. Steven is also involved with charitable organizations. Steven's career includes experience at both larger and smaller firms, enabling Steven to provide personalized and comprehensive financial advice.
SPECIALIZATIONS
NEWPORT BEACH, CA
11 Years Experience
0 Disclosures
ADVISOR BIO
Steven Douglas Jillson is a financial advisor at LPL Financial LLC. Steven is a registered representative with the state of California and has been working in the financial services industry for over 10 years. Steven is a Series 66, Series 24, and Series 7 license holder. Steven provides financial planning and investment advice to individuals and families. In addition to their work with LPL Financial LLC, Steven is also an insurance agent.
SPECIALIZATIONS
TRACY, CA
7 Years Experience
0 Disclosures
ADVISOR BIO
Steven Bidwell is a financial advisor with Edward Jones in Tracy, California. Steven has been in the industry since August 2017, and has a combined 6 years of experience. Steven's previous employment includes a role at Bankers Life Securities, Inc. in Pleasanton, California. Steven is registered with the state of California, and holds the Series 7TO, SIE, Series 6, Series 66 and Series 63 licenses. Steven specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans.
SPECIALIZATIONS
Aliso Viejo, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Steven Kainoa Timbal is a financial advisor with over 15 years of experience in the industry. Steven is currently registered with United Planners' Financial Services of America A Limited Partner and has previously worked with PRUCO SECURITIES, LLC. Steven holds both Series 6 and 7 licenses as well as Series 63 and 65 and is a Chartered Financial Consultant. Steven provides financial planning, portfolio management, and pension consulting services to individuals and businesses. Steven is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS