Steven GiguereCRD Number: 6362562
Current Firm: Wells Fargo Advisors, LLC
Steven Giguere (CRD# 6362562) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Davidson, NC and has over 2 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Wells Fargo Advisors, LLC||Charlotte, NC||Jun 2014 - Current||2|
|Wells Fargo Home Mortgage||Charlotte, NC||Sep 2010 - Jun 2014||3|
|New Penn Financial||Charlotte, NC||Feb 2010 - Sep 2010||< 1|
|Red Ventures||Fort Mill, SC||Dec 2009 - Sep 2010||< 1|
|Gmac Mortgage||Charlotte, NC||Feb 2009 - Dec 2009||< 1|
|Care One Credit Services||Columbia, MD||Aug 2008 - Feb 2009||< 1|
|Wachovia Bank||Charlotte, NC||Apr 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
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