Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Marc Steiger is a financial advisor at Wells Fargo Clearing Services, LLC with over 23 years of experience in the financial industry. Steven has been registered as a financial advisor with FINRA since 1999. Steven has offices in Waltham, Massachusetts and is registered to provide financial advice in over 25 states. Steven's clients include individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies. Steven's investment philosophy is based on a comprehensive understanding of each client's individual needs and 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.
1
2
MA
12/20/2022 - Present
Wells Fargo Clearing Services, LLC (WALTHAM MA)
NY
01/02/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1999
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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