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| "we navigate > you arrive" |
| Steven King, CFP, MBA 171 Marine Parade, Suite #1 Santa Cruz, California 95062 831-426-4600 Toll Free: 877- 420- 8804 fax: 831-426-4646 sking@1stallied.com |
| Securities offered through FIRST ALLIED SECURITIES, INC. member |
| iiWho are we ? |
| Retirement Plans Financial Planning Investments |
First Allied Securities, Inc.
member FINRA/SiPC
San Diego, California
First Allied Securities is one of the largest broker/dealers
of independent investment advisors in the United States,
with over 200 service, support and supervision employees.
First Allied Securities offers:
Trading services
Support to Independent advisors
First Allied Securities clears the investments of Cloverleaf Financial Group
through JP Morgan Clearing Corp.
member FINRA/SiPC
San Diego, California
First Allied Securities is one of the largest broker/dealers
of independent investment advisors in the United States,
with over 200 service, support and supervision employees.
First Allied Securities offers:
Trading services
Support to Independent advisors
First Allied Securities clears the investments of Cloverleaf Financial Group
through JP Morgan Clearing Corp.
| Steven King, CFP, MBA Cloverleaf Financial Group Wheat Ridge, Colorado Steven King, Certified Financial Planner, is the owner of Cloverleaf Financial Group. Steven works with individuals, trusts, and businesses on retirement plans, financial planning, and investments. Steven earned an MBA in finance from the University of Chicago, where he studied under Roger Ibbotson, among others. Steven has been a registered representative for over 17 years. He specializes in IRAs, SEPs, and other retirement plans, as well as alternative investments. Before becoming a registered representative, Steven worked for 20 years in real estate development and construction as a Registered Architect. He is the father of a college senior and coached youth soccer for many years. Steven has renovated 12 old houses, so he knows a thing or two about working with pre-existing conditions. He ran the New York City Marathon in 1983, but now, at age 56, he swims instead of runs.....easier on the knees. Cloverleaf Financial Group offers securities through First Allied Securities, Inc. |
Now that you know
who we are,
give us a call
so we can get to know
you!
who we are,
give us a call
so we can get to know
you!
Adam Antoniades,
President
First Allied Securities, Inc.
President
First Allied Securities, Inc.
Donna Bartlett
Chief Compliance Officer
First Allied Securities, Inc.
Chief Compliance Officer
First Allied Securities, Inc.
Mark Dransfield
Chief Productivity Officer
First Allied Securities, Inc.
Chief Productivity Officer
First Allied Securities, Inc.
Steven King, CFP, MBA
Cloverleaf Financial Group
Santa Cruz, California
Steven King, Certified Financial Planner, is the owner
of Cloverleaf Financial Group. Steven works with
individuals, trusts, and businesses on retirement plans,
financial planning, and investments.
Steven earned an MBA in finance from the
University of Chicago, where he studied under
Roger Ibbotson, among others.
Steven has been a registered representative for over
17 years. He specializes in IRAs, SEPs, and other
retirement plans, as well as alternative investments.
Before becoming a registered representative, Steven worked for 20 years in real
estate development and construction as a Registered Architect. He is the father of
a college senior and coached youth soccer for many years. Steven has renovated
12 old houses, so he knows how to work with pre-existing conditions. He ran the
New York City Marathon in 1983, but now, at age 57, he swims instead of
runs.....easier on the knees.
Cloverleaf Financial Group offers securities through First Allied Securities, Inc.
Cloverleaf Financial Group
Santa Cruz, California
Steven King, Certified Financial Planner, is the owner
of Cloverleaf Financial Group. Steven works with
individuals, trusts, and businesses on retirement plans,
financial planning, and investments.
Steven earned an MBA in finance from the
University of Chicago, where he studied under
Roger Ibbotson, among others.
Steven has been a registered representative for over
17 years. He specializes in IRAs, SEPs, and other
retirement plans, as well as alternative investments.
Before becoming a registered representative, Steven worked for 20 years in real
estate development and construction as a Registered Architect. He is the father of
a college senior and coached youth soccer for many years. Steven has renovated
12 old houses, so he knows how to work with pre-existing conditions. He ran the
New York City Marathon in 1983, but now, at age 57, he swims instead of
runs.....easier on the knees.
Cloverleaf Financial Group offers securities through First Allied Securities, Inc.
| Steven King, CFP, MBA JP Morgan Clearing Corporation member FINRA/SiPC New York, NY JP Morgan Clearing Corporation holds cash and securities on behalf of First Allied Securities, Inc. customers. For more information about JP Morgan Clearing Corp. visit their website by clicking here. |