Steven is a Financial Advisor with Wealth Advisors, LLC, a financial services firm that offers a variety of financial products to individuals primarily in southwestern Louisiana. Separately, he is a registered securities and licensed insurance professional with experience in the financial services, residential and commercial real estate investing , as well as insurance. His vast knowledge of business management, behavioral finance, real estate investing, and accounting are a great compliment to our company and benefit clients greatly. He offers securities through Royal Alliance Associates, Inc., an independent broker- dealer, member FINRA/SIPC. Advisory services are offered through Royal Alliance Associates, Inc., a Registered Investment Advisor. He is also proficient in the financial planning process, insurance planning, investment planning and strategy, retirement planning and business advisory.
Professional Licenses and Registrations:
SIE- Securities Industry Essentials
Series 63- Uniform Securities Agent State Law
Series 6- Investment Company Products/ Variable Contracts
Series 65- Uniform Investment Advisor Law
Class C- Life, Health, Accident