Steven Cere, financial advisor Naples FL
78 score

Steven Cere

CRD Number: 6047109
Current Firm: Bb&t Securities, LLC

Steven Cere (CRD# 6047109) is an Investment Advisor Representative working at Bb&t Securities, LLC in Naples, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bb&t Securities Naples, FL Sep 2013 - Current 3
Bank Of America, N.a. Naples, FL Nov 2012 - Sep 2013 < 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Naples, FL Mar 2012 - Sep 2013 1
Redic Corporation Naples, FL Apr 2005 - Mar 2012 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Steven R. Cere
Phone Number: 804-643-1811
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    11,707
    MILLIONS
  • Total Number of Accounts
    19,348
    ACCOUNTS
  • Average Account Value
    $605,078
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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