Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Steffanus is an Investment Advisor Representative with Advisory Research Inc. based in Chicago, IL. Adam Steffanus has been in the industry since at least 2005 and has passed the Series 66, Series 7 and SIE examinations. Adam Steffanus has worked at CREDIT SUISSE SECURITIES (USA) LLC and Advisory Research Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
10/21/2020 - Present
Advisory Research Inc. (CHICAGO IL)
IL
08/24/2005 - 11/15/2016
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
BOTH
Issued 09/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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