SG
SG

Steven Gordon

36 Years of Experience
St Louis, MO
BrokerSells Insurance

Steven Gordon is a registered investment advisor, based in St Louis, MO, with 36 years of industry experience.

Location

5700 Oakland Ave, Ste 400, St Louis, MO, 63110

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Steven is an agent/broker for multiple insurance companies, including Blue Cross Blue Shield and Co-Op Insurance, and owns Renaissance Financial Corp and rental property. He also serves on the advisory committee for a client's irrevocable trust and as treasurer/finance committee member for Churchill School and Center, dedicating minimal time to these activities.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Rf Advisors LLC
December 1998 - October 2004 · 5 yrs 10 mos
Renaissance Financial Corporate Education LLC
May 1998 - December 2007 · 9 yrs 7 mos
Securian Financial Services, INC.
January 1998 - August 2023 · 25 yrs 7 mos
Securian Financial Services, INC.Broker
November 1994 - August 2023 · 28 yrs 9 mos
Equico Securities, INC.Broker
July 1989 - October 1994 · 5 yrs 3 mos
The Equitable Life Assurance Society of the United StatesBroker
July 1989 - October 1994 · 5 yrs 3 mos
State Registrations30 states
ALARAZCACODCFLGAIAILINKSKYMAMNMONCNENJNMNYOHORPASCTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Steven Gordon - Financial Advisor | TrueAdvisor