Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Scholler is an investment advisor representative at Wells Fargo Clearing Services, LLC. Stephen has been in the financial services industry since 1994 and has been with Wells Fargo Clearing Services, LLC since 2016. Stephen is registered with the Securities and Exchange Commission (SEC) and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Stephen is also a registered investment advisor in multiple states. In addition to his work at Wells Fargo Clearing Services, LLC, Stephen also has interests in a number of other businesses, including real estate, private investments, and family trusts.
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.
1
2
MI
03/23/2023 - Present
Wells Fargo Clearing Services, LLC (GRAND RAPIDS MI)
MI
05/03/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GRAND RAPIDS MI)
MI
04/02/2007 - 05/04/2007
MORGAN STANLEY & CO., INCORPORATED (GRAND RAPIDS MI)
MI
09/04/1998 - 04/02/2007
MORGAN STANLEY DW INC. (GRAND RAPIDS MI)
OH
01/30/1995 - 09/10/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
MI
11/08/1994 - 02/09/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 12/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/1994
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
Not sure Stephen Scholler is the right advisor for you? Invested Better is here to help.
