Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Meyer is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Steven has been working in the financial industry since 1982. Steven is licensed in 28 states and has offices in Charleston, SC and Savannah, GA. Steven is also a registered investment advisor. Steven has experience in providing financial planning, portfolio management, and investment consulting services to individual and institutional 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
SC
01/14/2020 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLESTON SC)
SC
05/30/2008 - 04/04/2016
UBS FINANCIAL SERVICES INC. (CHARLESTON SC)
SC
04/02/2007 - 06/02/2008
MORGAN STANLEY & CO. INCORPORATED (CHARLESTON SC)
SC
07/03/1995 - 04/02/2007
MORGAN STANLEY DW INC. (CHARLESTON SC)
NC
10/14/1988 - 07/10/1995
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
09/24/1982 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
IA
Issued 04/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/10/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2004
Series 3 - National Commodity Futures Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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