Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Morse is a financial advisor with over 30 years of experience in the industry. Steven is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC, and is licensed in Missouri. Steven has a broad range of experience in financial services, including investment consulting, financial planning, and portfolio management. Steven works with a variety of clients, including individuals, families, businesses, and institutions. Steven is committed to providing personalized financial advice and helping clients achieve their financial goals.
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
MO
04/15/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
02/03/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 04/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2017
Series 4 - Registered Options Principal Examination
BC
Issued 02/15/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/31/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2008
Series 3 - National Commodity Futures Examination
BC
Issued 02/02/1994
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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