Unclaimed
Steve L. Todoruk is an investment advisor representative with Sprott Asset Management USA Inc. Steve Todoruk has been in the industry since 2003. Steve Todoruk is registered to provide investment advice in 51 states and the District of Columbia. Steve Todoruk has also passed the Series 63, 65, 66, and 24 examinations. Steve Todoruk specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CT
05/13/2020 - Present
Sprott Asset Management USA Inc. (DARIEN CT)
IA
Issued 07/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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