Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve West is a registered representative with Sei Investments Distribution Co. and has been in the securities industry since March 21, 2010. Steve West holds Series 3, 7, 63, and SIE licenses. Steve West has been associated with Sei Investments Distribution Co. since August 7, 2015 and previously worked with G. A. Reppe & Company and SEI Financial Services Company. Steve West is registered in California and Pennsylvania.
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.
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.
1
2
PA
08/07/2015 - Present
SEI Investments Distribution Co. (OAKS PA)
PA
06/08/2001 - 11/10/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
FL
02/10/1998 - 06/08/1999
G. A. REPPLE & COMPANY (CASSELBERRY FL)
PA
09/22/1995 - 05/06/1996
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
BC
Issued 09/29/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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