Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Rusnak is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. Steven has been in the financial industry for over 12 years. Steven has a Series 7 and Series 66 license. Steven is also a Chartered Financial Analyst. Steven has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since April 2019. Previously, Steven worked at William Blair & Company. Steven provides financial advice to individuals, corporations, and other businesses. Steven's areas of expertise include portfolio management, investment advice, and financial planning. Steven's office is located in Chicago, Illinois.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
06/25/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
02/09/2011 - 03/14/2018
WILLIAM BLAIR (CHICAGO IL)
NA
12/17/1985 - 08/20/1986
FELDMAN SECURITIES CORPORATION
BOTH
Issued 07/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Steven Rusnak is the right advisor for you? Invested Better is here to help.
