Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Christensen is an investment advisor representative associated with Wells Fargo Clearing Services, LLC. Steve is a veteran financial professional with over three decades of experience in the industry, having begun their career in 1988. Steve has experience across a wide range of financial products and services, including investment consulting services to institutional clients, portfolio management for businesses and individuals, as well as financial planning.
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
TX
09/04/1990 - Present
Wells Fargo Clearing Services, LLC (DALLAS TX)
NA
11/13/1989 - 09/04/1990
LOVETT UNDERWOOD NEUHAUS & WEBB, INC.
TX
06/14/1988 - 11/13/1989
UNDERWOOD, NEUHAUS & CO., INCORPORATED (HOUSTON TX)
NA
05/20/1988 - 06/13/1988
J. T. MORAN & CO., INC.
NA
01/20/1988 - 05/23/1988
SHERWOOD CAPITAL, INC.
IA
Issued 10/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1988
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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