Best Investors Account Sign in

Stephen Guy Widner

Navy Federal Investment Services, LLC

San Diego, CA

Vienna, VA

San Diego, CA

Claim This Profile
Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-10-05
  • CA RA
    APPROVED
    Since 2022-10-05

Branch Locations

9999 Willow Creek Road, San Diego, CA 92131 • United States

1007 Electric Ave, Vienna, VA 22180 • United States

San Diego, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuso Financial Services, L.P. San Diego CA 08/2000 07/2020
Navy Federal Financial Group, Llc San Diego CA 11/2020 Present
Navy Federal Investment Services, Llc San Diego CA 11/2020 Present
Unemployed Collecting Unemployment San Diego CA 07/2020 11/2020
  • 08/2000 → 07/2020
    Cuso Financial Services, L.P.
    San Diego, CA
  • 11/2020 → Present
    Navy Federal Financial Group, Llc
    San Diego, CA
  • 11/2020 → Present
    Navy Federal Investment Services, Llc
    San Diego, CA
  • 07/2020 → 11/2020
    Unemployed Collecting Unemployment
    San Diego, CA
Previous Registrations
  • 2007-05-18 → 2020-07-10
    Cuso Financial Services, L.P.
    San Diego, CA
    San Diego, CA
    San Diego, CA
  • 2007-06-28 → 2020-07-10
    Sorrento Pacific Financial, Llc
    San Diego, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-03-25
  • S63 Uniform Securities Agent State Law Examination
    1986-03-25
Other Names
  • Stephen Guy Widner
  • Stephen G Winder
  • Steve Widner

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RBC CAPITAL MARKETS, LLC
CETERA INVESTMENT MANAGEMENT LLC
ONE CAPITAL MANAGEMENT, LLC
TRIVANT CUSTOM PORTFOLIO GROUP LLC
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
RICE HALL JAMES & ASSOCIATES LLC

Other Investors

Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi
James Grandinetti
RYAN MAUL
JAMES T FARLEY
ASHLEY LYNN TESTER
Megan Polizzi

Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor