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Steven P Kao is a financial advisor professional located in Coconut Creek, FL. They specialize in financial advisory. With over 4 years of experience, they bring deep expertise to every client.
Steven P Kao - Ae Wealth Management, Llc holds an active professional license (FINRA CRD) for your protection.
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Steven P Kao operates Ae Wealth Management, LLC, a financial advisory firm based in Coconut Creek, Florida. With four years in business, the firm provides financial planning and wealth management services to clients in the region. Steven P Kao holds a FINRA CRD license, which governs securities and investment advisory activities. The firm serves individuals seeking guidance on investment strategies, portfolio management, and financial planning objectives.
Steven P Kao's FINRA CRD (Central Registration Depository) license indicates registration with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and investment advisors. This license type means the advisor is authorized to offer securities-based investment advice and manage client portfolios within FINRA's regulatory framework. FINRA oversight includes compliance requirements, continuing education standards, and consumer protection rules. A FINRA CRD registration signals that the advisor has met baseline qualification standards and operates under regulatory supervision for securities and investment advisory services.