Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Crump is a financial advisor with Wells Fargo Clearing Services, LLC. Steven has been a registered representative for over 35 years and has a broad range of experience in the financial services industry. Steven is a Series 7, Series 24, Series 52 and Series 66 licensed representative.
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
05/10/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
02/26/2018 - 02/17/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
06/08/2017 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
10/29/2015 - 04/19/2016
LPL FINANCIAL LLC (CREVE COUER MO)
MO
03/05/2013 - 10/22/2015
WELLS FARGO ADVISORS, LLC (FRONTENAC MO)
MO
12/23/1994 - 11/05/2012
COMMERCE BROKERAGE SERVICES, INC. (ST LOUIS MO)
MO
03/21/1988 - 12/07/1994
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NA
03/13/1986 - 04/14/1987
INDIANA NATIONAL BROKERAGE SERVICES, INC.
BOTH
Issued 03/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1985
Series 52 - Municipal Securities 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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