Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Scott is a financial advisor with Manchester Financial Inc., where he has been employed since May 2014. Steven has been in the financial services industry since August 2011. His previous experience includes roles at Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven holds the Series 7 and Series 66 licenses. He specializes in providing financial planning, portfolio management, and consulting services to individuals, high-net-worth individuals, and businesses. Steven also offers educational seminars to his clients.
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.
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.
Consulting 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.
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.
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2
CA
02/27/2024 - Present
Manchester Financial Inc. (WESTLAKE VILLAGE CA)
CA
12/14/2012 - 05/06/2014
WELLS FARGO ADVISORS, LLC (WESTLAKE VILLAGE CA)
CA
08/04/2011 - 10/15/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE VILLAGE CA)
BOTH
Issued 08/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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