Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Martinez is a financial advisor with Wells Fargo Clearing Services, LLC, registered with the state of Texas. Steven has been in the industry since 1998. Steven has a wide range of experience with various investment products and services. Prior to joining Wells Fargo, Steven was a financial advisor at A. G. Edwards & Sons, Inc. Steven is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
TX
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (DENTON TX)
TX
02/04/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DENTON TX)
TX
11/07/1997 - 11/20/1997
FIRST TITAN FINANCIAL CORP. (ARLINGTON TX)
BC
Issued 02/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1997
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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