Steven PichardoCRD Number: 6936771
Current Firm: Wells Fargo Clearing Services, LLC
Steven Pichardo (CRD# 6936771) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Encino, CA and has over 3 years of experience in the finance industry.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|Wells Fargo Clearing Services LLC||Northridge, CA||Apr 2018 - Current||4|
|Wells Fargo Bank Na||Northridge, CA||Jul 2016 - Current||5|
|California State University Northridge||Northridge, CA||Aug 2015 - May 2017||1|
|Marshalls||Canoga Park, CA||Aug 2013 - Jun 2016||2|
|Los Angeles Pierce College||Winnetka, CA||May 2013 - May 2015||2|
|Abercrombie And Fitch||Northridge, CA||Jun 2013 - Jul 2013||< 1|
|High Tech Los Angeles High School||Van Nuys, CA||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2018|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
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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