Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stevan? Claim Your ProfileStevan Santoscoy is a financial advisor at Wells Fargo Clearing Services, LLC. Stevan has been in the financial industry for over 3 years and has a Series 66, Series 7, and SIE license. Stevan is registered with the state of Arizona, California, Nebraska, South Dakota, and Washington. Stevan is able to provide investment advice to high-net-worth individuals, corporations, and other businesses, including retirement planning, investment management, and financial planning. Stevan has a background in banking and finance and has experience working with clients of all types.
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
AZ
11/20/2024 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
BOTH
Issued 09/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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