linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven George Alperin

Wells Fargo Investment Institute, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven George Alperin

Steven Alperin is a financial advisor at Wells Fargo Investment Institute, Inc., a firm that offers a range of investment advisory services. Steven has been in the industry since 1993 and holds a variety of licenses and certifications. Steven has experience in working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Steven is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Steven Alperin is currently registered with Wells Fargo Investment Institute, Inc.. Wells Fargo Investment Institute, Inc. is a Registered Investment Advisor (RIA) headquartered in Charlotte, NC. The firm manages approximately $43.99 billion in assets for clients, including individuals, trusts, businesses, institutions, and charities. The firm's advisory services include portfolio management for individuals and businesses, selection of other advisors, and the publication of periodicals. They also offer a wrap fee program.
Wells Fargo Investment Institute, Inc.

550 SOUTH TRYON STREET

CHARLOTTE, NC 28202

$44.00B

Assets Under Management

3

Total Clients

52

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Alperin’s Registration & Firm History

MO

03/28/2023 - Present

Wells Fargo Investment Institute, Inc. (SAINT LOUIS MO)

MO

01/01/2008 - 01/26/2023

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

MO

12/13/1993 - 01/03/2008

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

Not sure if Steven George Alperin is right for you?

Licenses & Designations

IA

Issued 10/17/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/06/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven George Alperin.
Not sure if Steven George Alperin is right for you?