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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 Ortman is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Steven has been in the industry for over 35 years and has experience in various financial services areas. He has a wide range of experience, from working with high net worth individuals to corporations and pension plans. His expertise includes investment consulting, financial planning, and portfolio management. Steven is registered to provide investment advice in several states, including Arizona, Illinois, and Texas. Steven has a deep understanding of the financial markets and can help clients navigate the complexities of investing.
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
IL
03/11/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BOURBONNAIS IL)
IL
04/24/2009 - 03/11/2022
WELLS FARGO CLEARING SERVICES, LLC (BOURBONNAIS IL)
IL
07/31/1993 - 05/14/2009
CITIGROUP GLOBAL MARKETS INC. (BOURBONNAIS IL)
NY
07/23/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1986
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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