Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Labelle is a financial advisor with over 20 years of experience in the financial services industry. Steven is registered with Wells Fargo Clearing Services, LLC in St. Louis, Missouri, and Ponte Vedra Beach, Florida, and has held previous roles with Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Wachovia Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven specializes in providing financial planning and investment consulting services to institutional clients, as well as portfolio management for both individuals and businesses.
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
MO
05/08/2015 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
FL
06/01/2009 - 03/25/2015
MORGAN STANLEY (JACKSONVILLE FL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
IL
03/01/2006 - 04/02/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
MO
09/15/2003 - 07/21/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/19/2000 - 06/04/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
06/10/1999 - 01/27/2000
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
06/15/1995 - 05/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/21/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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