Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven R Eggers is a financial advisor with over 14 years of experience in the industry. Steven has been registered with Morgan Stanley since 2011 and has held previous positions at Wells Fargo Advisors, LLC. Steven holds the Series 31, Series 7, and Series 66 licenses. Steven specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, investment companies, pension plans, charitable organizations, and insurance companies. Steven R Eggers and Morgan Stanley have a total of 1402425838334 dollars of regulatory assets under management.
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
CA
02/16/2011 - Present
Morgan Stanley (Palo Alto CA)
CA
07/14/2008 - 02/02/2011
WELLS FARGO ADVISORS, LLC (SAN JOSE CA)
BOTH
Issued 07/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/11/2008
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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