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Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

South Portland, ME

experience

50 Years Experience

0 Disclosures

ADVISOR BIO

Steven Magyar is a financial advisor with over 47 years of experience in the industry. Steven is registered with Cambridge Investment Research Advisors, Inc. and is currently licensed in 20 states and the District of Columbia. Steven also holds licenses for insurance in Maine. Steven has a wide range of experience in financial planning, portfolio management, and investment advisory services. Steven is a Chartered Financial Consultant and is committed to providing his clients with personalized financial guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

GILBERT, AZ

experience

25 Years Experience

disclosure

10 Disclosures

ADVISOR BIO

Steven Lamar Nielsen is a financial advisor currently registered with Centaurus Financial, Inc. Steven has been in the financial industry since 2000 and holds a Series 7, SIE, and Series 66 license. He is registered to provide investment advice in Arizona, California, Colorado, Florida, Idaho, Iowa, Michigan, Minnesota, New Mexico, North Carolina, Oklahoma, Texas, Washington, and Wisconsin. Prior to joining Centaurus Financial, Inc., Steven worked for DFPG Investments, Inc., Madison Avenue Securities, Inc., SII Investments, Inc., Morgan Peabody, Inc., Royal Alliance Associates, Inc., 1717 Capital Management Company, FFP Securities, Inc., Mutual Service Corporation, and AXA Advisors, LLC. Steven is a member of the Estate Planning Team and is the owner of both Nielsen Wealth Management Group, LLC, and Gilbert Tax Planning, LLC. Steven also teaches financial awareness seminars to the public.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

NORWICH, CT

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Steven Salvator Wedegis is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Steven has been in the securities industry since 1991. Steven has a Series 7, 6, 63, 24, 51, 65 and SIE licenses. Steven specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high net worth individuals, businesses, and charitable organizations. Steven is also an independent insurance agent for several independent insurance companies and serves as President of Financial Directions Inc. Cambridge Investment Research Advisors, Inc., is a national firm with a strong commitment to providing personalized investment advice and guidance to its clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

FREMONT, MI

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Steven Burt has been in the financial industry since 1989 and is currently registered with Centaurus Financial, Inc. as a Registered Representative and Investment Advisor Representative. Steven Burt is also a licensed Enrolled Agent. Steven Burt has previously been registered with USA Advanced Planners INC., USA Financial Securities Corporation, LifeUSA Securities, Inc., and H.D. Vest Investment Securities, Inc. Steven Burt provides advisory services to individuals, corporations, and high-net-worth individuals and has experience in financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

Virginia Beach, VA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Steven Albert Sabo is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Steven has been in the financial industry since August 2, 1982. Steven is registered with the following securities regulators: Texas and Virginia. Steven holds the Series 6, Series 22, Series 63, and Series 65 licenses and is also a Chartered Financial Consultant. Steven has prior experience as an insurance agent and currently owns a rental property. Cambridge Investment Research Advisors, Inc. is an independent broker-dealer that offers a variety of financial services to individual and institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

MIDDLETOWN, CT

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Steven Dee Crabtree is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Steven has been in the industry since 2006 and is licensed in several states. Steven's previous employers include LPL FINANCIAL LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC. and AMERIPRISE FINANCIAL SERVICES, INC. Steven's areas of specialization include retirement planning, investment management, and estate planning. Steven is also an independent insurance agent.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Steven William Sherman

location

SAN RAFAEL, CA

0 Disclosures

ADVISOR BIO

Steven William Sherman is an investment advisor representative based in San Rafael, California. Steven William Sherman has been in the industry since May 2005 and has been registered with the state of California since April 2012. Steven William Sherman's firm, Steven William Sherman, provides portfolio management for individuals, market timing services, and financial planning services.

SPECIALIZATIONS

Portfolio Management for Individuals
Market Timing Services
Unclaimed
location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Steven Novak is an investment advisor representative with Corient. Steven has been in the financial services industry for over 14 years. Steven is registered with the state of Texas. Prior to joining Corient, Steven was employed with Morgan Stanley. Steven holds the Series 7TO, SIE and Series 66 licenses. Steven is also a guest lecturer/adjunct professor at the University of Kansas. Steven has experience in portfolio management for individuals, businesses, and pooled investment vehicles. Steven also provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Tulsa, OK

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Steven Henderson is an investment advisor representative registered with Cambridge Investment Research Advisors, Inc. Steven has been in the securities industry since 2014. Steven has a Series 6, 7, 63 and 65 licenses. Steven also holds the SIE license. Steven currently is registered in Oklahoma and Texas. Steven is a Registered Representative of Cambridge Investment Research, Inc., a Broker/Dealer, and Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., an Investment Advisor.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Asheville, NC

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Steven Sasser is a financial advisor with Cambridge Investment Research Advisors, Inc. Steven is registered with the state of North Carolina, South Carolina, and Texas, and has been in the industry since June 2018. Steven provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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