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Steven Velasquez

Licenses

Series 6
Series 63

Contact details

Phone: 951.444.5120
Email: Steve.Velasquez@parsonex.com
Branch Office: Orange, CA
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Registered Representative

Steve Velasquez is a Financial Consultant with Parsonex Securities, Inc. Steve began working part time in the financial services industry in 2016.

Steve’s full time job is with the Los Angeles County Sheriff’s Department, where he holds the rank of detective. Steve has been a sworn peace officer for over 15 years. Steve has always had a love for numbers, and helping people. On that note, Steve decided working in the financial services industry would be another way to extend his service to others. His background as a government employee, where integrity is of utmost importance, allows him to easily strive to do what is best for his clients.

Steve’s background as a government employee allows him to assist clients with the rigors of government pensions. Additionally, Steve has extensive experience with the County of Los Angeles Deferred Compensation (Horizons) and Retirement Plans. Steve is also familiar with Los Angeles County’s Termination Pay and Megaflex programs.

Additionally, Steve can help you with estate planning by assisting you with a Revocable Living Trust to ensure the smooth transition of assets to your beneficiaries. Steve lives in Corona, CA with his wife Jeanette, and two dogs (Maxie and Lulu).

Steve loves to work hard and play hard. When Steve is not putting in long hours at the office, he and his wife enjoy working out, traveling, wine tasting in Temecula, going to the beach, and spending time with family and friends.


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Copyright © 2007 - 2023 Parsonex Securities, Inc. All rights reserved. Member FINRA / SIPC. This site is designed for U.S. residents only. Parsonex Securities’ financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the products and services mentioned are available in every state.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in each fund's prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. Parsonex Financial Services is the marketing name for Parsonex Securities and affiliates. Securities offered through Parsonex Securities, Inc. Member FINRA / SIPC. 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700.

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