Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven James Wahrhaftig is a financial professional with Wedbush Securities Inc. Steven has been in the financial industry since 2022 and has a wide range of experience in the securities industry. Steven has passed the Series 86, Series 87, Series 16 and SIE exams. Steven is registered with FINRA and the state of New York. Wedbush Securities Inc. is a leading financial services firm with a long history of providing clients with comprehensive investment and advisory solutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
NY
02/22/2023 - Present
Wedbush Securities Inc. (New York NY)
BC
Issued 03/22/2024
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 02/22/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/01/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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