Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Rosuck is a financial advisor with over 20 years of experience in the industry. Stefan is currently registered with LPL Financial LLC and holds Series 6, 7, 63 and 65 licenses. Stefan also has previous experience with Morgan Stanley Smith Barney, Citigroup Global Markets Inc, UBS Financial Services Inc, Morgan Stanley DW Inc, MetLife Securities Inc and Metropolitan Life Insurance Company. Stefan has a strong track record of providing personalized financial advice and investment management services to a wide range of clients, including individuals, families, and businesses. Stefan is committed to helping clients achieve their financial goals through a comprehensive approach that includes financial planning, investment management, and retirement planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
10/03/2017 - Present
LPL Financial LLC (CHICAGO IL)
IL
06/01/2009 - 12/10/2009
MORGAN STANLEY SMITH BARNEY (DEERFIELD IL)
IL
07/10/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DEERFIELD IL)
IL
11/02/2001 - 07/25/2007
UBS FINANCIAL SERVICES INC. (NORTHBROOK IL)
NY
04/14/1999 - 12/06/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
06/11/1998 - 12/10/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/11/1998 - 12/10/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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