Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven F. Wickline is a financial advisor with Wells Fargo Clearing Services, LLC. Steven has been in the financial industry since June 2013 and has experience with Global Alternative Investment Services, Inc., Pioneer Funds Distributor, Inc., and Citigroup Global Markets Inc.. Steven specializes in providing financial advice to individuals, businesses, corporations, pension and profit-sharing plans, investment companies, insurance companies, charitable organizations, and state or municipal government entities. Steven has earned the Series 3, Series 7, and Series 66 licenses.
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
SC
04/23/2021 - Present
Wells Fargo Clearing Services, LLC (CHARLESTON SC)
NC
03/08/2014 - 03/04/2016
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
06/28/2012 - 02/25/2014
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
05/22/2009 - 06/27/2012
WELLS FARGO ADVISORS, LLC (BOSTON MA)
VA
04/04/2008 - 05/22/2009
CITIGROUP GLOBAL MARKETS INC. (LYNCHBURG VA)
BOTH
Issued 05/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2011
Series 3 - National Commodity Futures Examination
BC
Issued 04/03/2008
Series 7 - General Securities 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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