Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Wyatt is a financial advisor with Edward Jones, a firm with over 20,000 financial advisors and over $1 trillion in assets under management. Steven has been in the financial services industry for over 15 years, with experience at Raymond James, Wells Fargo Clearing Services and PNC Investments. Steven holds Series 7, 9, 10, 24, 31, and 66 licenses, and is registered in 30 states and the District of Columbia. He is a financial advisor that provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Steven's expertise and experience help clients make informed decisions about their financial future.
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.
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.
See schedule d - miscellaneous
1
2
IL
02/22/2024 - Present
Edward Jones (EDWARDSVILLE IL)
TX
08/28/2019 - 08/27/2020
RAYMOND JAMES & ASSOCIATES, INC. (SAN ANTONIO TX)
MO
11/05/2014 - 08/14/2019
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
03/13/2013 - 10/15/2014
PNC INVESTMENTS (CLAYTON MO)
MO
06/20/2008 - 01/09/2013
EDWARD JONES (BALLWIN MO)
BOTH
Issued 07/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/08/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2010
Series 24 - General Securities Principal Examination
BC
Issued 11/15/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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