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Steven Anthony Quirini

Monere Wealth Management, Inc.

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About Steven Anthony Quirini

Steven Quirini is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, Illinois. Steven has over 14 years of experience in the financial services industry. Steven has a Series 7 and Series 66 licenses, and the SIE exam. Steven is registered to provide investment advisory services in 31 states. Steven specializes in providing financial planning, investment management for individuals and businesses and selection of other advisors.

Firm Information

Steven Quirini is currently registered with Monere Wealth Management, Inc.. Monere Wealth Management, Inc. is an investment advisory firm headquartered in Schaumburg, IL. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, and charitable organizations. The firm manages over $270 million in assets and has a team of 10 investment advisor representatives.
Monere Wealth Management, Inc.

20 N. MARTINGALE ROAD

SCHAUMBURG, IL 60173

$270.00M

Assets Under Management

350

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Quirini’s Registration & Firm History

IL

07/05/2023 - Present

Monere Wealth Management, Inc. (SCHAUMBURG IL)

IL

04/20/2009 - 07/06/2023

SANCTUARY SECURITIES, INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 06/19/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Anthony Quirini.
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