Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Nuetzel is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Steven has been in the industry since 1995 and is registered in 30 states and the District of Columbia. Steven offers a variety of services to individuals, businesses, and institutions, including financial planning, portfolio management, and investment consulting. Steven is a Certified Financial Planner and has experience working with clients of all ages and financial situations.
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
MD
04/18/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
02/13/2009 - 04/18/2024
WELLS FARGO CLEARING SERVICES, LLC (LUTHERVILLE MD)
MD
02/21/2006 - 03/10/2009
CITIGROUP GLOBAL MARKETS INC. (HUNT VALLEY MD)
MD
03/13/1995 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 04/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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