Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Mark Erenfryd is a financial advisor with over 20 years of experience in the financial services industry. Steven is currently registered with Wells Fargo Clearing Services, LLC as a Registered Representative. Prior to that, Steven was a registered representative with Morgan Stanley. Steven holds a Series 7, Series 66, and SIE license. Steven has a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Steven provides a range of financial services including investment consulting services, financial planning, 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
08/28/2023 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
08/24/2017 - 09/22/2023
MORGAN STANLEY (New York NY)
NY
02/25/2011 - 09/05/2017
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
CT
02/16/2007 - 03/01/2011
OPPENHEIMER & CO. INC. (STAMFORD CT)
CT
04/08/2003 - 02/15/2007
BELLE HAVEN INVESTMENTS, L.P. (GREENWICH CT)
NJ
12/04/2001 - 04/16/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
10/25/2001 - 11/27/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 02/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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