Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Simpson is an investment advisor representative at Coastedge Partners, LLC. Steven has been in the industry since 2003 and has experience with investment advisory services, including financial planning and portfolio management. Steven has a Series 7 and Series 66 license. Prior to joining Coastedge Partners, LLC, Steven was with Gurtin Fixed Income Management, LLC, and Morgan Stanley & Co., Incorporated.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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
01/04/2017 - Present
Coastedge Partners, LLC (LA JOLLA CA)
CA
04/02/2007 - 02/07/2008
MORGAN STANLEY & CO., INCORPORATED (RANCHO SANTE FE CA)
CA
08/11/2003 - 04/02/2007
MORGAN STANLEY DW INC. (RANCHO SANTE FE CA)
BOTH
Issued 08/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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