Steven J. Siepak
East Regional Wealth Management Specialist
- Role
- Wealth Management Specialist at Cetera Financial Group
- Location
- Whittier, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Steven J. Siepak
FINRA Series 7, 24, 63, 66
Experience
Wealth Management Specialist
May 2025 — Present
My team supports the growth of advisors in our territory by analyzing current business model and utilizing the vast universe of Cetera tools to assist in growth aligned with their business plan.
Education
Cypress College
A.S.
1980 — 2008
Skills
- Fixed Annuities
- Alternative Investments
- Wealth Management
- Securities
- Series 6
- Investment Advisory
- Relationship Management
- Financial Advisory
- Asset Allocation
- Mutual Funds
- Investments
- Series 63
- 401k
- Retirement Planning
- Series 7
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