Category: Private Client Services

Stephen Herman Wedel (CRD#: 1221992) is a registered broker and investment advisor with Private Client Services, LLC in Naples, FL   Broker’s History He entered the securities industry in 1984 and previously worked with First Investors Corporation; Veravest Investment Advisors, Inc.; and LPL Financial LLC.   Current and Past Allegations of Conduct Leading to Investment […]

Customer Complaint Pending Against Private Client Services Financial Advisor Steven Vander Velde After Alternative Investments Loss Steven Vander Velde (CRD#: 5493806) is a dually registered Broker and Investment Advisor at Private Client Services, LLC in Flower Mound, TX and Prime Capital Investment Advisors, LLC in Dallas, TX. Broker’s Background He entered the securities industry in […]

Michael Iannarino (CRD #1258453) was a Financial Advisor at Private Client Services in Columbus, Ohio. Michael Iannarino has been in the securities industry since 1984 and previously worked at BCG Securities and Stifel Nicolaus. According to publicly available records released by the Financial Industry Regulatory Authority (FINRA), on June 30, 2020, Michael Iannarino was sanctioned […]