Darlene Steele

Darlene Steele

Registered Representative

Phone: 513.791.0403
Mobile Phone: 859.621.2433
Mission Statement:

I am committed to helping my clients live the one life they have and confidently educate and advise to help achieve the financial goals they value the most.

Personal & Professional Qualifications:

I have a BS in Ed and MS in Ed admin. I have series 7, 63, 65 registrations, life and health insurance licensed, a Registered Representative and Investment Adviser Representative.

Company History:

My strengths come from diverse experiences in education, private industry with negotiations for government and commercial clients both domestic and international, and I have 15 years in the financial services industry

Specialty Services:

Through meetings, seminars and mailings, I educate my clients to help them understand their goals, the risks of investments within their individual timeframe and the products that support the achievement of their goals.