Steven HatleyCRD Number: 6746087
Current Firm: Wells Fargo Clearing Services, LLC
Steven Hatley (CRD# 6746087) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Charlotte, NC and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|Wells Fargo Clearing Services||Charlotte, NC||Jul 2018 - Current||3|
|Lyft||Charlotte, NC||Mar 2017 - Current||4|
|Uber||Charlotte, NC||Apr 2016 - Current||5|
|Wells Fargo Clearing Services||Charlotte, NC||Dec 2016 - Jul 2018||1|
|At&t||Charlotte, NC||Jul 2014 - May 2016||1|
|Kay Jewelers||Durham, NC||Aug 2013 - May 2014||< 1|
|Kay Jewelers||Raleigh, NC||May 2012 - Aug 2013||1|
|Unemployed||Chapel Hill, NC||Dec 2011 - May 2012||< 1|
|Walgreens||Chapel Hill, NC||Mar 2009 - Dec 2011||2|
|Student At Unc Chapel Hill||Chapel Hill, NC||Aug 2008 - Dec 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2018|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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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