Steve Thomsen's Location
Baltimore, Maryland, United States
Steve Thomsen's Work
- First Vice President and Investments - Stifel @ Stifel Financial Corp.
- Vice President, Wealth Management Advisor @ Merrill Lynch
- Pathway Financial Advisor @ Bank of America
Steve Thomsen's Education
- Virginia Polytechnic Institute and State University - Pamplin College of Business
Bachelors of Science ( Finance)
2001 - 2005 - Lake Braddock
Steve Thomsen's Skills
- CFP
- Series 65
- Mutual Funds
- Series 63
- Series 7
- Certified Financial Planner
- Retirement Planning
- Asset Allocation
- Finance
- Fixed Annuities
Steve Thomsen's Summary
Steve Thomsen, based in Baltimore, Maryland, United States, is currently a First Vice President and Investments - Stifel at Stifel Financial Corp., bringing experience from previous roles at Merrill Lynch and Bank of America. Steve Thomsen holds a 2001 - 2005 Bachelors of Science in Finance @ Virginia Polytechnic Institute and State University - Pamplin College of Business. With a robust skill set that includes CFP, Series 65, Mutual Funds, Series 63, Series 7 and more, Steve Thomsen contributes valuable insights to the industry. Steve Thomsen has 2 emails on RocketReach.
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