Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Sklover is a financial advisor with over 39 years of experience in the industry. Steven is currently registered with Wells Fargo Clearing Services, LLC and has held previous registrations with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., PaineWebber Incorporated, Smith Barney Inc. and Shearson Lehman Hutton Inc. Steven is a licensed agent and holds the Series 3, 7, 52 and SIE licenses. Steven's specializations include investments, financial planning, and portfolio management for businesses and individuals. Steven has a broad range of experience working with clients in California, Colorado, Connecticut, Florida, Georgia, Indiana, Maryland, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, South Carolina, Texas, Vermont, and Virginia.
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
CA
05/05/2017 - Present
Wells Fargo Clearing Services, LLC (SANTA BARBARA CA)
NJ
04/02/2007 - 05/04/2009
MORGAN STANLEY & CO. INCORPORATED (MORRISTOWN NJ)
NJ
01/10/2001 - 04/02/2007
MORGAN STANLEY DW INC. (MORRISTOWN NJ)
NJ
11/19/1996 - 01/11/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/21/1989 - 11/07/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
09/04/1984 - 01/15/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
01/12/1983 - 08/24/1984
DAVID LERNER ASSOCIATES, INC.
BC
Issued 12/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1985
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1982
Series 52 - Municipal 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
Not sure Steven Sklover is the right advisor for you? Invested Better is here to help.
