Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Robert Wujczyk is a financial advisor currently registered with Raymond James & Associates, Inc. Steven has been working in the industry since March 13, 1995. Steven is also a registered investment advisor and has licenses to practice in multiple states including Michigan and Texas. Steven is registered with Raymond James & Associates, Inc. in the Birmingham, Michigan office. Previously, Steven was registered with UBS Financial Services Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and Dean Witter Reynolds Inc..
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.
Please see note in schedule d - miscellaneous
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
MI
10/05/2021 - Present
Raymond James & Associates, Inc. (BIRMINGHAM MI)
MI
05/06/2005 - 03/20/2008
UBS FINANCIAL SERVICES INC. (BLOOMFIELD HILLS MI)
MO
07/01/2003 - 05/06/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/09/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/14/1995 - 02/16/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 01/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 03/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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