Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Schaumberger has been in the financial services industry for over 28 years. Steven is a registered representative and investment advisor representative with TLG Advisors, Inc. Steven works with individuals, high-net-worth individuals, businesses, charitable organizations, pension and profit sharing plans and pooled investment vehicles. Steven's experience includes providing financial planning, portfolio management, pension consulting, selection of other advisers, educational seminars and placement of institutional funds. Steven is also a licensed insurance agent. Steven is a board member of the Harvard Club of Chicago and the Ravinia Festival. Steven is committed to providing his clients with personalized financial advice and guidance.
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.
Placement of institutional funds
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
CO
04/28/2021 - Present
TLG Advisors, Inc. (LITTLETON CO)
IL
06/02/2006 - 01/22/2014
NFP SECURITIES, INC. (NORTHBROOK IL)
OR
08/02/2001 - 06/08/2006
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
MA
01/29/2001 - 10/17/2001
RIVENET SECURITIES LLC (ANDOVER MA)
TX
05/10/2001 - 07/23/2001
NFP SECURITIES, INC. (AUSTIN TX)
MA
01/11/1996 - 05/15/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
09/17/1993 - 01/11/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/17/1993 - 01/11/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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