Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Carlos Vansuch is a financial advisor with Stifel, Nicolaus & Company, Inc., located in Canfield, OH. Stephen Vansuch has been in the industry since December 1994 and is registered with FINRA. Stephen Vansuch provides investment advice and portfolio management services to individuals, businesses, and institutions.
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.
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
OH
09/27/2023 - Present
Stifel, Nicolaus & Company, Inc. (CANFIELD OH)
OH
09/16/1999 - 09/28/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CANFIELD OH)
NY
10/02/1995 - 08/30/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
AZ
01/13/1995 - 08/31/1995
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
10/27/1994 - 01/12/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/27/1994 - 01/12/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 10/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Stephen Vansuch is the right advisor for you? Invested Better is here to help.
