Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Scherrey is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Stephen has been in the financial services industry since 1995. Stephen is registered in 20 states and has earned multiple professional licenses and certifications. Stephen Scherrey has a strong track record of providing financial advice to individuals and families.
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
AR
04/21/2022 - Present
Wells Fargo Advisors Financial Network, LLC (CONWAY AR)
AR
01/01/2008 - 04/21/2022
WELLS FARGO CLEARING SERVICES, LLC (CONWAY AR)
AR
09/03/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CONWAY AR)
NY
07/21/1997 - 09/10/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
KY
08/21/1995 - 08/11/1997
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 09/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Scherrey is the right advisor for you? Invested Better is here to help.
