Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Menendez is a financial advisor registered with Wells Fargo Clearing Services, LLC. Steven has been in the industry since 1987 and has experience in financial planning, investment consulting, and portfolio management. He is registered as an Investment Advisor Representative in North Carolina and Texas. Steven has a wide range of experience with different types of clients, including individuals, businesses, charities, and insurance companies. Steven specializes in financial planning, portfolio management, and investment consulting. Steven has been involved in the community by serving on the Finance and Investment Committees of FirstHealth of the Carolinas and Mid South Club POA.
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
NC
07/30/2015 - Present
Wells Fargo Clearing Services, LLC (PINEHURST NC)
NC
07/22/1987 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 12/24/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1987
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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