Steven DietzCRD Number: 2509458
Current Firm: Secure Estate Solutions
Steven Dietz (CRD# 2509458) is an Investment Advisor Representative working at Secure Estate Solutions in Omaha, NE and has over 21 years of experience in the finance industry.
Ubs Financial Services Inc.
Td Ameritrade, Inc.
|David Fiala, Ltd. D.b.a. Futuresone||Lincoln, NE||Oct 2003 - Current||18|
|Andorra Capital, LLC||Omaha, NE||Feb 2003 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2000|
|S65||NASAA Investment Advisors Law Examination||May 2003|
Total Assets Under Management31MILLIONS
Total Number of Accounts273ACCOUNTS
Average Account Value$113,187
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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