Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Drews is a financial advisor with Wells Fargo Clearing Services, LLC, in Mobile, AL. He is registered in multiple states and holds several licenses, including Series 6, 7, 24, 63, and 66. Steven has been in the industry since 2001, providing investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. He also provides financial planning and portfolio management services.
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
AL
11/26/2012 - Present
Wells Fargo Clearing Services, LLC (MOBILE AL)
AL
05/27/2005 - 07/20/2011
LPL FINANCIAL LLC (MOBILE AL)
MO
09/21/2001 - 06/01/2005
EDWARD JONES (ST. LOUIS MO)
AL
04/30/2001 - 07/20/2001
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BOTH
Issued 09/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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