Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jamison is a financial professional with over 18 years of experience in the industry. Steven is currently registered with Wells Fargo Clearing Services, LLC and has been with them since 2021. Steven has also held previous positions at LPL FINANCIAL LLC and VANGUARD MARKETING CORPORATION. Steven holds the Series 6, 7, and 63 licenses, along with the SIE. Steven is licensed to offer investment advisory and brokerage services in multiple states.
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
NC
08/20/2021 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
SC
12/08/2020 - 05/14/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
06/30/2004 - 08/26/2020
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 06/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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