Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Alden Wright is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Birmingham, Alabama. Steven has been in the financial services industry since 1989. Steven has a wide range of experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Steven specializes in providing financial planning, investment management, and retirement planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
AL
09/07/2017 - Present
Stifel, Nicolaus & Company, Inc. (BIRMINGHAM AL)
NY
07/17/2012 - 02/07/2017
MIZUHO SECURITIES USA INC. (NEW YORK NY)
CT
01/29/2008 - 07/18/2012
AMHERST SECURITIES GROUP, L.P. (GREENWICH CT)
NY
05/07/2004 - 02/19/2008
WAMU CAPITAL CORP. (NEW YORK NY)
NY
10/25/2000 - 05/07/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
03/21/1998 - 09/19/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
06/01/1994 - 02/19/1998
UBS SECURITIES LLC (NEW YORK NY)
NY
02/21/1990 - 05/26/1994
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NA
09/28/1988 - 11/11/1989
WESTPAC POLLOCK GOVERNMENT SECURITIES INC.
BC
Issued 03/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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