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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gilbert Kraus is a financial advisor with over 30 years of experience in the industry. Steven has worked with Wells Fargo Advisors since 2009 and is currently registered with Wells Fargo Advisors Financial Network, LLC. Steven's expertise includes providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses. Steven is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Steven is also a registered investment advisor in the states of New Jersey, Pennsylvania, and Texas.
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.
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2
PA
10/14/2021 - Present
Wells Fargo Advisors Financial Network, LLC (WAYNE PA)
PA
04/03/2009 - 10/14/2021
WELLS FARGO CLEARING SERVICES, LLC (CHESTERBROOK PA)
PA
10/30/1998 - 04/23/2009
CITIGROUP GLOBAL MARKETS INC. (BERWYN PA)
NY
07/06/1992 - 11/09/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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