Steven B. Welo
Professional summary
Steven Bruce Welo, who also goes by Welo, is a registered financial professional currently at FRONTIER SOLUTIONS, LLC located in Richmond, Virginia.
Steven is registered as a RR (Registered Representative) and started their career in finance in 1987. Steven has worked at 7 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Steven Bruce Welo's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 27, 2020 - Present
FRONTIER SOLUTIONS, LLC
Office #1: 3307 Church Road, Suite 220, Richmond, VA 23233Office #2: 3307 Church Road Suite 220, Richmond, VA 23233July 12, 2010 - February 26, 2020
R.W.PRESSPRICH & CO.
June 7, 2000 - October 17, 2001
U.S. BANCORP INVESTMENTS, INC.
July 7, 1998 - July 13, 2010
PIPER SANDLER & CO.
June 30, 1997 - July 7, 1998
U.S. BANCORP INVESTMENTS, INC.
April 2, 1992 - July 22, 1997
DOUGHERTY DAWKINS LLC
February 23, 1990 - April 14, 1992
MARQUETTE FINANCIAL SERVICES, INC.
March 25, 1987 - March 6, 1990
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
FRONTIER SOLUTIONS, LLC
CRD#: 136102 / SEC#: , 8-66972
Contact information
FINRA licenses (47 States and Territories)
Red Flags
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Company Information
FRONTIER SOLUTIONS, LLC
CRD#: 136102Richmond, VA 23233TRUST BUT VERIFY
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