Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Patrick Meyer is a financial advisor with over 30 years of experience in the industry. Steven has worked with several firms including U.S. Bancorp Piper Jaffray Inc., Morgan Stanley, and UBS Financial Services Inc. He is currently registered with Wells Fargo Clearing Services, LLC in Milwaukee, WI. Steven has a comprehensive knowledge of the financial markets and provides investment advice to individuals, families, and businesses. He is also a Certified Financial Planner (CFP®) and holds several licenses and certifications, including the Series 7, Series 6, Series 9, Series 10, Series 63, and Series 66 exams. Steven's primary focus is to provide personalized financial planning and investment management services to help 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.
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2
WI
03/13/2019 - Present
Wells Fargo Clearing Services, LLC (MILWAUKEE WI)
WI
01/07/2013 - 03/18/2019
MORGAN STANLEY (MEQUON WI)
WI
08/22/2008 - 01/15/2013
UBS FINANCIAL SERVICES INC. (MILWAUKEE WI)
WI
04/28/2003 - 09/02/2008
WELLS FARGO INVESTMENTS, LLC (MENOMONEE FALLS WI)
MN
12/01/2001 - 04/25/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
07/03/1995 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MN
06/20/2001 - 10/25/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
WI
01/23/1994 - 06/26/1995
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
12/08/1992 - 02/01/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/08/1992 - 02/01/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 07/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/07/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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