Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Dudas is a financial professional with over 18 years of experience in the financial services industry. Stephen is currently registered with World Equity Group, Inc. in Illinois. Stephen previously worked at Insigneo Securities, LLC, Triad Advisors LLC, Securities America, Inc., Investcorp, Inc., and Waterstone Financial Group, Inc. Stephen has a wide range of experience in financial planning, portfolio management, and investment advisory services. Stephen offers a variety of services to his clients, including financial planning, portfolio management, and investment advisory services.
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.
A percentage of the total value of assets under management is charged.
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2
IL
01/12/2024 - Present
World Equity Group, Inc. (Schaumburg IL)
FL
05/27/2021 - 07/05/2023
INSIGNEO SECURITIES, LLC (MIAMI FL)
GA
03/29/2019 - 04/20/2021
TRIAD ADVISORS LLC (ATLANTA GA)
FL
07/09/2020 - 03/18/2021
SECURITIES AMERICA, INC. (MIAMI FL)
FL
08/27/2018 - 09/22/2020
INVESTACORP, INC. (MIAMI FL)
IL
05/31/2011 - 08/24/2018
WORLD EQUITY GROUP, INC. (SCHAUMBURG IL)
IL
07/19/2004 - 11/11/2010
WATERSTONE FINANCIAL GROUP, INC. (ITASCA IL)
BOTH
Issued 03/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 07/16/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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