Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Schertel is a financial advisor with Kestra Advisory Services, LLC. Steven has been in the financial industry since June 2007, and has experience working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Steven is registered with the state of Illinois as an Investment Advisor Representative. Steven provides financial planning services, pension consulting, 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.
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.
1
2
IL
11/13/2018 - Present
Kestra Advisory Services, LLC (Springfield IL)
MO
11/27/2017 - 09/27/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (HANNIBAL MO)
MO
06/03/2011 - 12/04/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HANNIBAL MO)
MO
01/01/2008 - 06/03/2011
WELLS FARGO ADVISORS, LLC (HANNIBAL MO)
IL
05/08/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (QUINCY IL)
BOTH
Issued 05/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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