Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Ray Beus is a registered representative with Bofa Securities, Inc. Steven has been working in the securities industry for over 3 years. Steven has passed the Series 63, SIE, Series 79TO, and Series 52 exams. Steven is registered in California and Utah. Steven previously worked at Morgan Stanley & Co. LLC in San Francisco, CA.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
UT
10/28/2021 - Present
Bofa Securities, Inc. (SALT LAKE CITY UT)
CA
08/17/2018 - 05/12/2021
MORGAN STANLEY & CO. LLC (SAN FRANCISCO CA)
BC
Issued 08/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2018
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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