Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Schehl is a financial advisor who has been in the industry since 1993. Steven is currently registered with UBS Financial Services Inc. and holds a variety of licenses and certifications. Steven is a licensed investment advisor representative in Maine, New Hampshire, and Texas. Steven is a general securities principal and is licensed to offer a wide range of financial products and services, including investment advisory services, securities brokerage services, and insurance products.
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.
See schedule d - miscellaneous
1
2
NH
11/09/2023 - Present
UBS Financial Services Inc. (MANCHESTER NH)
NH
10/23/2009 - 11/13/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CONCORD NH)
NH
01/28/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MANCHESTER NH)
NJ
02/12/1999 - 02/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/06/1993 - 02/24/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/29/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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