SB
Steven Bliss
from Mission Trails Financial
Steven Bliss is a financial advisor based in California, San Diego,
with 34 years of experience. Steven currently works for
Mission Trails Financial.
Steven maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Steven Bliss works at Mission Trails Financial
Mission Trails Financial is a financial advisory firm based in San Diego, California. It currently has approximately $119,431,688 of assets under management and employs about 6 people. Mission Trails Financial uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
7187 Navajo Road, Suite B, San Diego, California, 92119
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