Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Adelizi is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Steven has been working in the financial industry since 1981. Steven has an active registration with the state of California and Texas and is also a registered principal in the securities industry. Steven is a Wells Fargo Advisors Financial Network, LLC employee since January 2021. Before joining Wells Fargo Advisors Financial Network, LLC, Steven was employed at Wells Fargo Clearing Services, LLC in Anaheim, CA. Steven has been registered with the Financial Industry Regulatory Authority (FINRA) since 1981.
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
CA
01/14/2021 - Present
Wells Fargo Advisors Financial Network, LLC (SANTA ANA CA)
TX
07/01/2003 - 01/14/2021
WELLS FARGO CLEARING SERVICES, LLC (THE WOODLANDS TX)
NY
04/24/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
12/05/1988 - 05/01/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NA
03/08/1984 - 01/09/1989
PRUDENTIAL-BACHE SECURITIES INC.
NA
10/23/1981 - 03/26/1984
DEAN WITTER REYNOLDS INC.
BC
Issued 10/31/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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