Steven Edward Clem

Current Employers

Employment History

• 08/2005 → 12/2022
  Avantax Investment Services, Inc.
  Charleston, SC
• 04/2006 → 12/2022
  Avantax Advisory Services
  Charleston, SC
• 01/2020 → 12/2022
  Avantax Insurance Agency, Llc
  Charleston, SC
• 12/2022 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 12/2022 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2014 → Present
  The Clem Collaborative, Llc
  Charleston, SC

Previous Registrations

• 2006-04-05 → 2022-12-21
  Avantax Advisory Services
  Mt Pleasant, SC
  Charleston, SC

Other Businesses

1) 2-4 GILLON STREET COUNCIL OF CO-OWNERS, NOT INVESTMENT RELATED, MOUNT PLEASANT, SC, SECRETARY, TREASURER, TAKE MINUTES AT BOARD MEETINGS, REVIEW BUDGET PROPOSED BY PROPERTY MANAGER, 2H/WEEK, SINCE 07/2021 2) SCNATP, NOT INVESTMENT RELATED, CHARLESTON, SC, VICE PRESIDENT, COORDINATE CONTINUING EDUCATION OFFERINTGS FOR OUR MEMBERS, SERVE AS PRESIDENT IN THEIR ABSENCE, GENERAL BOARD DUTIES, 2H/WEEK, SINCE 12/2010 3) THE CLEM COLLABORATIVE, LLC, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, FOUNDER/PRESIDENT, ENROLLED AGENT, PREPARE/OVERSEE PREPARATION OF TAX RETURNS FOR INDIVIDUALS AND SMALL BUSINESS CLIENTS, ASSIST WITH CREATION OF TAX PLANNING STRATEGIES, OVERSEE RECONCILIATION OF CLIENT ACCOUNTS, PREPARATION OF FINANCIAL STATEMENTS, 25H/WEEK, SINCE 12/2014 4) RENTAL, INVESTMENT RELATED, CHARLESTON, SC, OWNER, RECEIVE RENTAL INCOME, EVALUATE SERVICES, SELECT VENDORS, MANAGERS, 1H/WEEK, SINCE 09/2015. 5) GILLON STREET HOLDINGS, LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, MEMBER, OWNER, RENTAL OF RESIDENTIAL AND COMMERCIAL PROPERTIES THAT I OWN, 2H/WEEK, 1H/WEEK DURING TRADING HOURS, SINCE 09/2005.

Exams

• S66 Uniform Combined State Law Examination
  2005-11-28