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Steven Moosa

19 Years of Experience
Eunice, LA
BrokerSells Insurance

Steven Moosa is a registered investment advisor, based in Eunice, LA, with 19 years of industry experience.

Location

1231 E Laurel Ave, Eunice, LA, 70535

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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.

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Other Business ActivitiesSells Insurance

Steven owns DSG&F Real Estate Investments, LLC, is a CPA and shareholder at Darnall, Sikes & Frederick, and a member and financial advisor at Darnall Sikes Wealth Partners LLC. He also works as an agent for Avantax Insurance Agency and/or Avantax Insurance Services, selling insurance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
August 2006 - October 2019 · 13 yrs 2 mos
1st Global Capital CORP.Broker
June 2006 - October 2019 · 13 yrs 4 mos
State Registrations1 state
LA
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 Moosa - Financial Advisor | TrueAdvisor