Steven WoltersCRD Number: 6124686
Current Firm: Raymond James Financial Services Advisors, Inc.
Steven Wolters (CRD# 6124686) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 5 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James Financial Services Advisors Inc.||St. Petersburg, FL||Apr 2017 - Current||< 1|
|Raymond James Financail Services, Inc.||St. Petersburg, FL||Feb 2017 - Current||1|
|Raymond James & Associates, Inc.||St Petersburg, FL||May 2015 - Feb 2017||1|
|Edward Jones||Chelsea, MI||Oct 2012 - Apr 2015||2|
|Pizza House Inc.||Ann Arbor, MI||Aug 2011 - Oct 2012||1|
|University Of Michigan||Ann Arbor, MI||Aug 2011 - Sep 2012||1|
|National Heritage Academies||Detroit, MI||Aug 2010 - Aug 2011||1|
|Pesg LLC||Ann Arbor, MI||Apr 2010 - Jun 2010||< 1|
|Ann Arbor Public Schols||Ann Arbor, MI||May 2009 - Jun 2010||1|
|University Of Michigan||Ann Arbor, MI||Jan 2006 - May 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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