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Gregory Thomas Steenken

W & S Brokerage Services, Inc.

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About Gregory Thomas Steenken

Gregory Thomas Steenken is a financial professional with over 14 years of experience in the industry. Gregory is currently a registered representative with W&S Brokerage Services, Inc., where Gregory has been employed since December 2015. Gregory has held previous positions with Lincoln Investment and Citigroup Global Markets Inc.. Gregory is licensed in Ohio and Kentucky. Gregory specializes in portfolio management for individuals and selection of other advisers.

Firm Information

Gregory Steenken is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Steenken’s Registration & Firm History

OH

12/10/2015 - Present

W&S Brokerage Services, Inc. (CINCINNATI OH)

OH

10/02/2012 - 02/21/2015

LINCOLN INVESTMENT (CINCINNATI OH)

KY

08/04/2008 - 08/01/2012

CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)

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Licenses & Designations

BC

Issued 08/19/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/04/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Thomas Steenken.
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