Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Fattorini is a financial advisor at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Steven has been working in the financial industry since 2006. Steven has a broad range of experience in the financial services industry, having worked with a variety of firms over the years, including KEY INVESTMENT SERVICES LLC, E*TRADE SECURITIES LLC, and SCOTTRADE, INC. Steven is a registered representative and investment advisor in several states, including Washington, California, and Oregon. He is also a licensed insurance agent. Steven is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
WA
06/29/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Tacoma WA)
WA
09/15/2020 - 05/31/2022
KEY INVESTMENT SERVICES LLC (Tacoma WA)
WA
06/05/2018 - 06/03/2019
E*TRADE SECURITIES LLC (SEATTLE WA)
CO
01/12/2015 - 03/07/2018
SCOTTRADE, INC. (WESTMINSTER CO)
AZ
09/21/2007 - 04/25/2014
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
11/20/2006 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
AZ
03/27/2006 - 10/16/2006
W&S BROKERAGE SERVICES, INC. (PHOENIX AZ)
BOTH
Issued 12/31/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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