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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Nadell is a financial advisor with Wells Fargo Clearing Services, LLC based in New York, NY. Steven has been in the industry since December 1999 and is licensed in 28 states. Steven's firm, Wells Fargo Clearing Services, LLC, is a large firm managing over $10 billion - $50 billion in assets. Steven offers a variety of advisory services to individuals and businesses, including financial planning, investment consulting, and portfolio management.
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
NY
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
12/07/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NEW YORK NY)
BOTH
Issued 12/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/03/1999
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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