Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Phelps, a Chartered Financial Analyst and Chartered Investment Counselor, is a financial advisor with Badgley Phelps Wealth Managers. Steven has been in the financial industry since 1987. Steven's professional experience includes working as a financial advisor for Badgley Phelps Wealth Managers. Steven is currently registered with the state of Washington.
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.
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.
Credit and cash management solutions. insurance solutions
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.
A percentage of the total value of assets under management is charged.
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WA
08/02/2021 - Present
Badgley Phelps Wealth Managers (Seattle WA)
BC
Issued 02/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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