Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Manuel Dines is a financial advisor with over 35 years of experience in the industry. Steven is registered with Wells Fargo Clearing Services, LLC and currently holds Series 3, 7, and 66 licenses. Steven's primary office is located in Farmington Hills, Michigan. Steven has been a financial advisor at Wells Fargo Advisors LLC since November of 2010. Previous firms Steven has worked for include Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated.
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
MI
02/28/2019 - Present
Wells Fargo Clearing Services, LLC (FARMINGTON HILLS MI)
MI
06/01/2009 - 11/29/2010
MORGAN STANLEY SMITH BARNEY (BLOOMFIELD HILLS MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BLOOMFIELD HILLS MI)
MI
09/26/1986 - 04/02/2007
MORGAN STANLEY DW INC. (BLOOMFIELD HILLS MI)
BOTH
Issued 08/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1987
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
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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