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Stephen Frederick Schliesser

The Pacific Center For Financial Services

Danville, CA

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Current Employers
The Pacific Center For Financial Services

156 Diablo Road Suite 320, Danville, CA 94526 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2008-01-14
CA RA APPROVED 1999-06-18
  • TX RA
    APPROVED_RES
    Since 2008-01-14
  • CA RA
    APPROVED
    Since 1999-06-18

Branch Locations

156 Diablo Road Suite 320, Danville, CA 94526 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Pacific Center For Financial Services San Ramon CA 04/1997 Present
Cetera Wealth Services, Llc El Segundo CA 01/2013 04/2026
Cetera Investment Advisers Llc Schaumburg IL 06/2023 04/2026
Previous Registrations
  • 2023-06-29 → 2026-04-13
    San Ramon, CA
  • 2002-02-21 → 2023-06-29
    Cetera Wealth Services, Llc
    San Ramon, CA
    Walnut Creek, CA
    Burlingame, CA
    El Cerrito, CA
Other Businesses

1. LIFE, HEALTH, LONG TERM CARE INSURANCE SALES AS COMPONENT OF INVESTMENT/ADVISORY BUSINESS; 2.NAME OF OTHER BUSINESS: 5 STAR PROPERTIES INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL NATURE OF BUSINESS: PERSONAL RENTAL PROPERTIES START DATE: 01/15/2010 POSITION/TITLE/RELATIONSHIP: CO-MANAGER APX NUMBER OF HOURS PER WEEK: 10 +/- APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: CO-MANAGE WITH WIFE. 3. NAME OF OTHER BUSINESS: STAR Capital Corp DBA Live Better Financial INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED NATURE OF BUSINESS: MORTGAGES START DATE: 11/01/2015 POSITION/TITLE/RELATIONSHIP: MORTGAGE BROKER APX NUMBER OF HOURS PER WEEK: 1-5 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: 1ST & 2ND MTGS, FHA LOANS. 4. NAME OF OTHER BUSINESS: STEPHEN F. SCHLIESSER ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: RESIDENTIAL REAL ESTATE REFERRALS; START DATE: 5/2022 ; POSITION/TITLE/RELATIONSHIP: REAL ESTATE BROKER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: REFERRAL RELATIONSHIP WITH AGENTS, REFER A CLIENT THAT MAY LIST THEIR HOME FOR SALE ; 5. NAME OF OTHER BUSINESS: COUNTRY CLUB VISTA HOA; INVESTMENT RELATED: NO, ADDRESS: 60 MAYHEW WAY WALNUT CREEK, CA 94597; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIESREVIEW FINANCIAL STATEMENTS, ASSIST IN COMPILING BUDGET;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-06-28
  • S63 Uniform Securities Agent State Law Examination
    1989-06-28
Designations
Other Names
  • Stephen Frederick Schliesser
  • Stephen F Schliesser
  • Steve Schliesser

View on SEC IAPD

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