Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Becher is an active Investment Advisor Representative in the state of Washington and also holds a Texas state license. Steven has been in the financial services industry since 1997, working previously with Chase Investment Services Corp, WAMU Investments, Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones and John Hancock Distributors, Inc. Currently, Steven is an advisor with Wells Fargo Clearing Services, LLC and works from their Kirkland branch. Steven focuses on providing investment consulting services to institutional clients, financial planning, pension consulting, and selecting other advisors for clients.
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
WA
03/04/2011 - Present
Wells Fargo Clearing Services, LLC (KIRKLAND WA)
WA
05/02/2009 - 03/08/2011
CHASE INVESTMENT SERVICES CORP. (BELLEVUE WA)
WA
01/16/2009 - 05/02/2009
WAMU INVESTMENTS, INC. (REDMOND WA)
WA
07/02/2001 - 01/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
MO
02/13/1998 - 06/26/2001
EDWARD JONES (ST. LOUIS MO)
MA
12/19/1996 - 12/20/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/19/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 07/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1996
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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