Stevan Raseta is a registered investment advisor, based in Boardman, OH, with 17 years of industry experience.
Location
8286 South Ave, Bldg A, Boardman, OH, 44512
Get directionsHistory
Regulatory History
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
Stevan is an independent insurance agent for various companies through Renner Klim LLC and WRS Insurance Solutions, and owns real estate through WRS Partners LLC and Peak 28 LLC. He is also an advisory representative of a RIA (CIRA), dedicating nearly full-time hours to this role, and an owning member/financial professional utilizing DBA name through WRS Wealth Advisors LLC.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations28 states
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.