Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Hill is a financial advisor with over 20 years of experience in the industry. Steven is registered with Wells Fargo Clearing Services, LLC and holds Series 7, 31, and 63 licenses. Steven is also a licensed Investment Advisor Representative in California and Texas. Steven previously worked at Wells Fargo Investments, LLC and WAMU Investments, Inc., before joining Wells Fargo Clearing Services, LLC. Steven is a licensed Investment Advisor Representative in California and Texas. Steven is an active member of the financial community, and is committed to providing his clients with the highest level of service. Steven has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Steven specializes in providing financial planning and investment consulting services to individuals and families. Steven also has experience working with institutional clients. Steven is committed to helping his clients achieve their financial goals.
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
06/04/2020 - Present
Wells Fargo Clearing Services, LLC (TURLOCK CA)
CA
09/10/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (TURLOCK CA)
CA
05/08/2006 - 08/22/2008
WAMU INVESTMENTS, INC. (LOS BANOS CA)
CA
02/20/2004 - 04/26/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MODESTO CA)
NY
02/03/2003 - 06/09/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 03/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/31/2003
Series 7 - General Securities 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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