Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Alan Schoenbrun is a financial advisor registered with Lifemark Securities Corp. Steven has been in the financial industry since 1990. Steven is registered in 11 states and has passed the Series 63, SIE, and Series 6 exams. Steven specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.
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.
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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IL
11/19/1996 - Present
Lifemark Securities Corp. (LINCOLNSHIRE IL)
IL
06/07/1990 - 11/26/1996
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
BC
Issued 07/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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