Unclaimed
Earl Cornelius Stevenson Jr. is a financial professional with over 39 years of experience in the financial services industry. He is currently registered as a Registered Representative and Investment Advisor Representative with Chicago Capital Management Advisors, LLC. Earl has a wide range of experience in the financial services industry, including investment advisory services, securities trading, and insurance products. He is also an Enrolled Agent with the IRS and provides tax preparation services. Earl is committed to providing his clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Estate and insurance planning
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.
1
2
PA
02/15/2022 - Present
Chicago Capital Management Advisors, LLC (Uniontown PA)
IL
05/16/2017 - 11/27/2019
FOREST SECURITIES,INC. (HILLSIDE IL)
PA
03/10/2009 - 05/26/2017
QUESTAR CAPITAL CORPORATION (UNIONTOWN PA)
PA
09/20/2006 - 03/10/2009
TRADERIGHT SECURITIES, INC. (UNIONTOWN PA)
PA
01/16/2003 - 09/25/2006
USALLIANZ SECURITIES, INC. (UNIONTOWN PA)
CA
10/09/2001 - 01/15/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
DE
11/16/1998 - 09/18/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
10/26/1982 - 09/11/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/12/1982 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Earl Stevenson is the right advisor for you? Invested Better is here to help.