Steven Combest, CFP®

Financial Advisor at FSC Securities
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Dallas, Texas, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Apr 2019 - Present

      Securities and advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. Branch Address: 14785 Preston Road, Suite 550, Dallas, TX 75254 Office: 972-789-5139 Securities and advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. Branch Address: 14785 Preston Road, Suite 550, Dallas, TX 75254 Office: 972-789-5139

    • Financial Advisor
      • Feb 2016 - Apr 2019

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President - National Accounts
      • Jan 2013 - Jan 2016

      As Vice President - National Accounts, I represent the company in my territory to partner with broker dealers (independent channel, wire houses, and RIAs) to raise capital, service and provide timely information on their invested assets, present business building ideas, as well as educate and support both my advisors and their clients with specialized alternative investment and asset management solutions. My services include marketing resources, asset allocation education, market updates, product and portfolio consulting. Show less

    • United States
    • Investment Management
    • 100 - 200 Employee
    • Associate Vice President - Western Region
      • Nov 2004 - Dec 2012

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jul 2002 - Nov 2004

    • Sales Assisant
      • Feb 2001 - Jul 2002

Education

  • Southern Methodist University
    BA, Economics
    1997 - 2002

Community

You need to have a working account to view this content. Click here to join now