Steven Loney is a PFS-designated registered investment advisor, based in Tempe, AZ, with 14 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Tempe, AZ
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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
Steven is a partner in Jaamjomex, LLC (real estate in Mexico) and manages an office building through Jaamjo LLC. He is also a shareholder in LONEY FINANCIAL, P.C. working as a CPA and tax/business consultant nearly full-time, and a representative for AVANTAX INSURANCE SERVICES selling life, long-term care, and health insurance and annuities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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Exams
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