Steven Pinedo, financial advisor Modesto CA

Steven Pinedo

CRD Number: 4588673
Current Firm: Pinedo Financial Services

Steven Pinedo (CRD# 4588673) is an Investment Advisor Representative working at Pinedo Financial Services in Modesto, CA and has over 20 years of experience in the finance industry. Steven Pinedo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Modesto, CA Oct 2015 - Current 8
Pinedo Financial Services Modesto, CA Apr 2009 - Current 14
Steven Brien Pinedo Modesto, CA Oct 2004 - Current 19
American Investors Company San Ramon, CA Nov 2009 - Oct 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2003
Contact Info for Steven B. Pinedo
Phone Number: (209) 579-9992
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $113,167
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA

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