Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Urosevich is a financial advisor with Wells Fargo Clearing Services, LLC. Steven has over 25 years of experience in the financial industry. Steven is registered to provide investment advice in 32 states. Steven has earned the Series 7, 31, and 66 securities licenses. Steven has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Steven offers a variety of financial services, including portfolio management, retirement planning, and estate planning.
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
IL
08/06/2015 - Present
Wells Fargo Clearing Services, LLC (HUNTLEY IL)
IL
06/01/2009 - 01/26/2015
MORGAN STANLEY (OAK BROOK IL)
IL
01/05/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OAKBROOK TERRACE IL)
IL
12/01/2001 - 01/08/2007
U.S. BANCORP INVESTMENTS, INC. (GLEN ELLYN IL)
NJ
01/16/1998 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MN
07/17/1997 - 12/10/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/17/1997 - 12/10/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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