Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lee Quesnel is a financial advisor with over 20 years of experience in the financial industry. Steven currently works at Wells Fargo Clearing Services, LLC and is registered to provide financial advice in multiple states including New Jersey, New York, and Texas. He holds a variety of licenses and designations, including Series 7, 9, 10, 63, and 66, as well as the Certified Financial Planner designation. Before joining Wells Fargo, Steven held positions with Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. Steven is also a registered investment advisor in multiple states. His expertise spans a range of services, including financial planning, portfolio management, and investment consulting.
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
09/07/2018 - Present
Wells Fargo Clearing Services, LLC (SARATOGA SPRINGS NY)
NY
01/06/2004 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (KINGSTON NY)
NY
10/28/2002 - 01/13/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
04/15/1998 - 12/31/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 02/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1998
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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