Steven BealeyCRD Number: 5396302
Current Firm: Ameriprise Financial Services, Inc.
Steven Bealey (CRD# 5396302) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Palo Alto, CA and has over 8 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Ameriprise Financial Services, Inc.||Palo Alto, CA||Jul 2007 - Current||9|
|Primerica Financial Services||Santa Clara, CA||Feb 2007 - Jul 2007||< 1|
|Millennium Imaging Solutions||Mountain View, CA||Nov 2006 - Jul 2007||< 1|
|Universal Mortgage And Sales||Salinas, CA||Oct 2006 - Nov 2006||< 1|
|Cwpnc, Inc.||Santa Cruz, CA||Jan 2004 - Oct 2006||2|
|University Of California At Santa Cruz||Santa Cruz, CA||Sep 2002 - Sep 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV