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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Wilde is a financial advisor with over 40 years of experience in the industry. Steven Wilde is currently registered with Wealthpenn.comllc, a firm with over $1 trillion in regulatory assets under management. Before joining Wealthpenn.comllc, Steven Wilde worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., First Union Securities, Inc., First Union Capital Markets Corp., Butcher & Singer Inc., Lehman Brothers Inc. and E. F. Hutton & Company Inc. Steven Wilde holds Series 7, 31, 63, and 65 licenses. Steven Wilde specializes in providing financial advice to individuals, businesses, investment companies, insurance companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities.
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
PA
06/01/2009 - Present
Wealthpenn.comllc (Pittsburgh PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PITTSBURG PA)
PA
11/02/2001 - 04/02/2007
MORGAN STANLEY DW INC. (PITTSBURG PA)
MO
10/01/1999 - 11/06/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
12/06/1990 - 01/01/1991
BUTCHER & SINGER INC.
NY
04/11/1988 - 12/20/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/30/1981 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 7/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1981
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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