Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Bredahl is a financial advisor with Morgan Stanley. Steven has been in the financial services industry since April 2003. Steven is registered to provide investment advice in New Jersey and Texas. Steven has worked for several other financial firms prior to joining Morgan Stanley including Tullett Prebon Financial Services LLC, Prebon Financial Products Inc., Euro Brokers Maxcor Inc., and Financial Northeastern Securities, Inc. Steven offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, and investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
10/03/2022 - Present
Morgan Stanley (Morristown NJ)
NY
09/02/2009 - 01/09/2013
TULLETT PREBON FINANCIAL SERVICES LLC (NEW YORK NY)
NJ
07/31/1995 - 01/06/2010
PREBON FINANCIAL PRODUCTS INC. (JERSEY CITY NJ)
NY
07/05/1994 - 12/16/1994
EURO BROKERS MAXCOR INC. (NEW YORK NY)
NJ
05/10/1993 - 07/12/1994
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
BOTH
Issued 05/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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