Steven Barbosa's Profile and Contact Information
Steven is a Financial Advisor and Insurance Advisor at Wealth Advisors, LLC, a financial services firm that offers a variety of financial products to individuals primarily in southwestern Louisiana. Separately, he is a registered securities and licensed insurance professional with experience in the financial services, residential and commercial real estate investing, as well as insurance. His vast knowledge of business management, behavioral finance, real estate investing, and accounting are a great compliment to our company and benefit clients greatly. He offers securities through Royal Alliance Associates, Inc., an independent broker-dealer, member FINRA/SIPC. Advisory services are offered through Royal Alliance Associates, Inc., a Registered Investment Advisor. He is also proficient in the financial planning process, insurance planning, investment planning and strategy, retirement planning, and business advisory.
Professional Licenses and Registrations:
SIE – Securities Industry Essentials
Series 63 - Uniform Securities Agent State Law
Series 6 – Investment Company Products/Variable Contracts
Series 65 – Uniform Investment Advisor Law
Class C – Life, Health, Accident