Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Anthony Drackert is a financial advisor with Morgan Stanley. Steven has been in the financial services industry since 2003. Steven's career spans several firms including Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, First Republic Investment Management, Inc., First Republic Securities Company, LLC, and UBS Financial Services. Steven has a wide range of experience and holds licenses in many states. Steven is currently registered as a registered representative and investment advisor representative. Steven offers a variety of financial planning services, including portfolio management, asset allocation advice, and educational seminars. Steven is committed to helping clients reach 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
06/02/2022 - Present
Morgan Stanley (Oakland CA)
CA
01/29/2021 - 04/11/2022
UBS FINANCIAL SERVICES INC. (WALNUT CREEK CA)
CA
09/09/2020 - 02/02/2021
FIRST REPUBLIC SECURITIES COMPANY, LLC (WALNUT CREEK CA)
CA
02/13/2009 - 09/02/2020
WELLS FARGO CLEARING SERVICES, LLC (WALNUT CREEK CA)
CA
04/02/2007 - 02/17/2009
MORGAN STANLEY & CO. INCORPORATED (ORINDA CA)
CA
01/29/2003 - 04/02/2007
MORGAN STANLEY DW INC. (OAKLAND CA)
IA
Issued 03/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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