Steven SiegelCRD Number: 3150543
Current Firm: Steven P. Siegel, Ltd.
Steven Siegel (CRD# 3150543) is an Investment Advisor Representative working at Steven P. Siegel, Ltd. in Sedona, AZ and has over 18 years of experience in the finance industry.
Tci Wealth Advisors, Inc.
State Farm Investment Management Corp.
Creative Financial Concepts,llc
|Steven P. Siegel, Ltd.||Sedona, AZ||Sep 2014 - Current||2|
|Dynasty Quest Of Arizona, P.c.||Sedona, AZ||Oct 2008 - Current||8|
|Oppenheimer & Company Inc.||New York, NC||Jan 2003 - Current||14|
|Dynasty Quest, Inc.||Sedona, AZ||Mar 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S66||NASAA Uniform Combined State Law Examination||Feb 2003|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
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