Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Wrede is a financial advisor with LPL Financial LLC in Scottsdale, Arizona. Steven has been in the financial services industry since 1992 and has a proven track record of helping clients achieve their financial goals. Steven holds the Series 7, Series 63, Series 65 and Series 24 licenses. Steven provides a wide range of financial services, including financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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
AZ
03/24/2021 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
07/13/2015 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
01/03/2011 - 07/06/2015
WELLS FARGO ADVISORS, LLC (SCOTTSDALE AZ)
AZ
08/17/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
IL
02/01/1996 - 08/10/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
03/09/1993 - 02/01/1996
BANC ONE ARIZONA INVESTMENT SERVICES CORPORATION
IN
06/18/1992 - 02/24/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
01/19/1988 - 03/17/1988
CHARLES SCHWAB & CO., INC.
IA
Issued 12/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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