Steven AdwarCRD Number: 6499104
Current Firm: Wells Fargo Clearing Services, LLC
Steven Adwar (CRD# 6499104) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Baltimore, MD and has over 4 years of experience in the finance industry.
Thrivent Investment Management Inc.
Abel Financial Management Company
|Wells Fargo Clearing Services, LLC||Baltimore, MD||Aug 2017 - Current||5|
|Towson University||Towson, MD||Sep 2012 - May 2017||4|
|Wayne Valley High School||Wayne, NJ||Sep 2008 - Sep 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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