Steven Wilharm, financial advisor Wheeling WV
89 score

Steven Wilharm

CRD Number: 6273484
Current Firm: Nationwide Securities, LLC

Steven Wilharm (CRD# 6273484) is an Investment Advisor Representative working at Nationwide Securities, LLC in Wheeling, WV and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Nationwide Securities, LLC Columbus, OH Dec 2013 - Current 3
Nationwide Weirton, WV Nov 2013 - Current 3
Rokisky & Associates Weirton, WV Nov 2011 - Current 5
Pnc Wealth Management Pittsburgh, PA Apr 2011 - Nov 2011 < 1
Frankovitch &amp; Anetakis Weirton, WV Nov 2008 - Apr 2011 2
Frankovitch &amp; Anetakis Weirton, WV Feb 2007 - Nov 2008 1
Unemployed Weirton, WV Jan 2003 - Nov 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Steven D. Wilharm
Phone Number: 888-753-7364
Firm Website: http://www.mynfn.com
Registered State(s):
  • OH
  • PA
  • WV
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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