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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Rowe is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Steven has been working in the financial industry since 1987 and is registered in 45 states and 2 jurisdictions as both a Broker-Dealer and an Investment Advisor. Steven holds a Series 65, Series 63, Series 24, Series 31, and Series 7. Steven also holds the Certified Financial Planner designation. Steven has a strong background in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Steven's previous work experience includes positions at Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Oppenheimer & Co., Inc., and Lehman Brothers 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.
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
FL
11/10/2010 - Present
Wells Fargo Advisors Financial Network, LLC (FORT LAUDERDALE FL)
FL
01/01/2008 - 06/11/2010
WELLS FARGO ADVISORS, LLC (FORT LAUDERDALE FL)
FL
12/09/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FT. LAUDERDALE FL)
NY
05/13/1991 - 12/23/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
09/24/1987 - 05/28/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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