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Steven Michael Bibi

W & S Brokerage Services, Inc.

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About Steven Michael Bibi

Steven Michael Bibi is a licensed investment advisor representative with W&S Brokerage Services, Inc. Steven has been in the financial services industry since January 18, 2009. W&S Brokerage Services, Inc. is a registered investment advisor that provides portfolio management services to individuals, and select businesses. The firm has been in business since 2009. Steven has a wide range of experience and specializes in investment company products and variable contracts.

Firm Information

Steven Bibi is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Bibi’s Registration & Firm History

IN

09/24/2013 - Present

W&S Brokerage Services, Inc. (Mishawaka IN)

IN

07/11/2011 - 12/19/2012

W&S BROKERAGE SERVICES, INC. (INDIANAPOLIS IN)

IN

02/08/2010 - 01/07/2011

W&S BROKERAGE SERVICES, INC. (INDIANAPOLIS IN)

WI

10/02/2002 - 12/07/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

AZ

05/14/1999 - 07/01/1999

SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)

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Licenses & Designations

BC

Issued 08/23/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/15/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Michael Bibi.
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