Jim Steen's Location
Dayton, OH, US
Jim Steen's Work
- Financial Advisor and President @ Petra Financial Solutions Inc
- Financial Advisor and Owner @ Steen Financial Services
- Financial Advisor and Assistant Vice President @ Paine Webber
- Financial Advisor and Assistant Vice President @ E F Hutton Corp
Jim Steen's Education
- College for Financial Planning
Master's Degree
- University of Rochester
Bachelor's Degree
Jim Steen's Skills
- Retirement Planning
- Wealth Management
- Portfolio Management
- Wealth Preservation Planning
- Long Term Care Insurance
- Tax Preparation
- College Education Planning
Jim Steen's Summary
Jim Steen, based in Dayton, OH, US, is currently a Financial Advisor and President at Petra Financial Solutions, Inc., bringing experience from previous roles at Steen Financial Services, Paine Webber and E.F. Hutton. Jim Steen holds a Master's Degree @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Wealth Management, Portfolio Management, Wealth Preservation Planning, Long Term Care Insurance and more, Jim Steen contributes valuable insights to the industry.
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