Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Schneider is a financial advisor with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Steve is a registered representative with the state of Missouri, and he is a certified financial planner. Steve has been working in the financial services industry since 2002. He is a graduate of the University of Missouri-St. Louis. Steve specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Steve's philosophy is to help clients achieve their financial goals through a personalized approach. He believes in building strong relationships with his clients and providing them with the guidance they need to make informed financial decisions. Steve is committed to providing his clients with the highest level of service and expertise.
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
MO
11/22/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
02/11/2021 - 12/10/2021
STIFEL INDEPENDENT ADVISORS, LLC (ST. LOUIS MO)
MO
01/20/2021 - 12/10/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
01/09/2019 - 12/22/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
01/09/2019 - 12/22/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
09/10/2002 - 12/26/2018
EDWARD JONES (ST. LOUIS MO)
MA
10/10/2001 - 05/07/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 02/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/25/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/28/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2001
Series 7 - General Securities Representative 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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