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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 Thomas Ferretti is an investment advisor representative at Fisher Investments. Steven has over 20 years of experience in the financial services industry. Steven is registered with the state of Alabama, Montana, and Texas. Steven has also held licenses in other states, including New Jersey, New York, and Tennessee. Steven has passed numerous industry exams, including Series 7, Series 31, Series 65, and Series 66. Steven's current firm, Fisher Investments, manages over $298 billion in assets for individual and institutional 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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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TX
09/18/2023 - Present
Fisher Investments (PLANO TX)
AL
08/25/2017 - 08/22/2018
EDWARD JONES (CULLMAN AL)
AL
09/07/2012 - 08/30/2017
SUNTRUST INVESTMENT SERVICES, INC. (FLORENCE AL)
TN
06/14/2010 - 09/10/2012
U.S. BANCORP INVESTMENTS, INC. (BRENTWOOD TN)
TN
10/23/2009 - 06/14/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRENTWOOD TN)
TN
07/07/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (COLUMBIA TN)
TN
10/06/2005 - 07/12/2006
SUNTRUST INVESTMENT SERVICES, INC. (FRANKLIN TN)
NJ
06/02/2004 - 10/03/2005
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NY
07/13/2000 - 06/07/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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