Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Joseph Remchuk is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Steven has been in the industry since 1992. Steven is a Chartered Financial Analyst (CFA). Steven has been registered with the Securities and Exchange Commission (SEC) since 2016. Steven is a Series 3, 6, 7, 8, 24, 63, and 65 licensed investment advisor representative. Steven is registered with the state of Texas as an investment advisor representative. Steven is registered with the state of Oklahoma as an investment advisor representative. Steven is also a finance committee member of the Catholic Diocese of Tulsa. Steven has been with Wells Fargo Clearing Services, LLC since 2016. Steven was previously with J.P. Morgan Securities LLC and J.P. Morgan Securities Inc..
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
OK
09/16/2016 - Present
Wells Fargo Clearing Services, LLC (TULSA OK)
OK
10/01/2008 - 08/25/2016
J.P. MORGAN SECURITIES LLC (TULSA OK)
OK
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (TULSA OK)
OK
03/12/1999 - 07/01/2006
BANC ONE SECURITIES CORPORATION (TULSA OK)
NY
02/15/1988 - 12/21/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
06/22/1983 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 02/09/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/30/1987
Series 3 - National Commodity Futures 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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