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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Dissette is a financial advisor with Horter Investment Management, LLC. Stephen has been in the industry since 1997 and has a variety of experience in investment advisory services. He is registered with the state of Illinois, Indiana, Michigan and Texas. Stephen holds a Series 6, 63, 65 and 26 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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IN
02/16/2022 - Present
Horter Investment Management, LLC (TRAIL CREEK IN)
IL
01/06/2012 - 09/04/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ROLLING MEADOWS IL)
IL
08/19/2010 - 01/06/2012
WORLD GROUP SECURITIES, INC. (OAK BROOK IL)
IL
04/12/2002 - 03/14/2008
WORLD GROUP SECURITIES, INC. (HICKORY HILLS IL)
GA
07/15/1997 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
MA
04/18/1997 - 07/21/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/18/1997 - 07/21/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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