Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Vujevich is a financial advisor with Summit Financial, LLC in Columbus, OH. Steve has been in the financial services industry since 1997, having previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steve is a Registered Investment Advisor (IA) and holds Series 6, 7 and 66 licenses. Steve has a broad range of experience, including investment management, financial planning, and insurance. Steve's specialties include financial planning, portfolio management for individuals and selection of other advisors.
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.
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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2
OH
06/09/2021 - Present
Summit Financial, LLC (COLUMBUS OH)
OH
08/25/2004 - 07/15/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
NY
11/06/2000 - 05/02/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
10/02/1997 - 09/15/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
DE
07/30/1997 - 08/26/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 10/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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