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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Daniel Fair has been in the financial services industry since June 1985. Stephen is currently registered with Wells Fargo Clearing Services, LLC and has branch office locations in East Lansing, MI and Battle Creek, MI. Stephen was previously registered with Morgan Stanley and Citigroup Global Markets Inc.. Stephen has experience working with high-net-worth individuals, corporations, and other businesses. Stephen also provides investment consulting services to institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
06/21/2017 - Present
Wells Fargo Clearing Services, LLC (EAST LANSING MI)
MI
06/01/2009 - 06/22/2017
MORGAN STANLEY (EAST LANSING MI)
MI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAGINAW MI)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/29/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
06/18/1985 - 07/14/1987
THOMSON MCKINNON SECURITIES INC.
IA
Issued 06/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/21/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1985
Series 3 - National Commodity Futures Examination
BC
Issued 07/01/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 07/01/1985
Series 5 - Interest Rate Options Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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