Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Nease is a financial advisor with over 20 years of experience in the financial services industry. Steven is currently registered with Ameriprise Financial Services, LLC and has been with the firm since October 2021. Prior to that, Steven was employed with EDWARD JONES from 2001 to 2021 and Dean Witter Reynolds Inc. from 2000 to 2001. Steven has a broad range of experience and holds various licenses including Series 7, 31, and 66. He is dedicated to providing personalized financial advice and strategies to individuals and families in Reno, Nevada and surrounding areas.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NV
10/08/2021 - Present
Ameriprise Financial Services, LLC (Reno NV)
NV
03/14/2001 - 10/13/2021
EDWARD JONES (RENO NV)
NY
05/03/2000 - 03/12/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 05/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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