Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lane Wegner is a financial advisor who has been working in the industry since 1990. Steven is currently registered with LPL Financial LLC in Vienna, Virginia and has been with the firm since 2010. Steven has previously worked with Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Wachovia Securities, LLC, Securities Service Network, Inc., IFG Network Securities, Inc., Derand/Pennington/Bass, Inc., and Investment Management & Research, Inc. Steven is a Certified Financial Planner and holds a number of licenses including Series 63, 65, 7, 9, 10, 24, 31 and the SIE. Steven is a registered investment advisor in Virginia. Steven provides a variety of financial services to individuals, families, and businesses, 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
VA
01/04/2010 - Present
LPL Financial LLC (VIENNA VA)
VA
10/05/2009 - 01/07/2010
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
VA
11/14/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (VIENNA VA)
VA
03/20/2003 - 11/18/2008
WACHOVIA SECURITIES, LLC (MCLEAN VA)
TN
06/30/1999 - 10/10/2002
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
04/02/1992 - 07/01/1999
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
09/07/1990 - 06/15/1992
DERAND/PENNINGTON/BASS, INC.
FL
08/08/1990 - 09/05/1990
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
IA
Issued 01/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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