Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Charles Galminas is a financial professional with over 24 years of experience in the industry. Steven is currently registered with Cambridge Investment Research Advisors, Inc. in Illinois and Texas. Steven has also held past registrations with Waterstone Financial Group, Inc. and Pruco Securities, LLC. Steven is a licensed agent in numerous states. Steven has passed the Uniform Combined State Law Examination, General Securities Principal Examination, General Securities Representative Examination, Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. Steven is based in Mokena, IL and holds the following designations. Steven is an independent insurance agent for various independent insurance companies. Steven has experience working with high net worth individuals, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IL
06/01/2011 - Present
Cambridge Investment Research Advisors, Inc. (MOKENA IL)
IL
09/03/2004 - 08/18/2009
WATERSTONE FINANCIAL GROUP, INC. (MOKENA IL)
NJ
06/30/1998 - 09/17/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 06/18/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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