Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Otten has been in the financial services industry since December 20, 2007. Steve is currently registered with Wells Fargo Advisors Financial Network, LLC and is licensed in 31 states and the District of Columbia. Steve has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steve holds the following licenses: Series 7, Series 66 and SIE. Steve is also an Investment Advisor Representative. Steve's primary focus is providing investment consulting services to institutional clients, financial planning, pension consulting, and selecting other advisors.
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.
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2
MD
03/24/2021 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
12/21/2007 - 03/25/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA MD)
BOTH
Issued 01/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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