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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gretchko is an investment advisor representative with Wells Fargo Clearing Services, LLC. Steven has been in the financial services industry for over 19 years and has experience working with high net worth individuals, corporations, and institutions. Steven has experience working with a variety of investment products and services, including stocks, bonds, mutual funds, and annuities. Steven has earned the Series 66 and Series 7 licenses and has been registered with the Securities and Exchange Commission (SEC) since 2015. Steven is also registered as an investment advisor representative in Michigan and Texas. Prior to joining Wells Fargo, Steven worked as an investment advisor representative at Morgan Stanley and UBS Financial Services. Steven is a co-trustee for his mother's trust, and his experience encompasses investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors.
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
09/22/2017 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM MI)
MI
06/01/2009 - 12/10/2015
MORGAN STANLEY (BLOOMFIELD HILLS MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BLOOMFIELD HILLS MI)
MI
02/09/2007 - 04/02/2007
MORGAN STANLEY DW INC. (BLOOMFIELD HILLS MI)
MI
06/03/2004 - 02/16/2007
UBS FINANCIAL SERVICES INC. (TROY MI)
BOTH
Issued 06/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2004
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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