Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Russell is a financial advisor with Wells Fargo Clearing Services, LLC. Steve has been in the industry since 1999 and is licensed in numerous states, including California, Nevada, and Texas. Steve holds the Series 7, 63, 66, and 26 licenses, as well as the SIE. Steve also holds the Certified Financial Planner designation. Steve's previous firms include WELLS FARGO INVESTMENTS, LLC and BANC OF AMERICA INVESTMENT SERVICES, INC. Steve focuses on providing investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals.
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
NV
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (INCLINE VILLAGE NV)
NV
04/02/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (STATELINE NV)
NV
11/23/1999 - 04/03/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RENO NV)
BOTH
Issued 07/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1999
Series 6 - Investment Company Products/Variable Contracts 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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