Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Douglas Schoneman is a financial advisor with Cerity Partners LLC. Steven has been in the industry since 1988. Steven holds the Series 6, Series 7, Series 22, and Series 63 licenses. Steven has been registered with Cerity Partners LLC since 2010. The advisor specializes in providing financial planning, pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Steven has a designation of Chartered Financial Analyst.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
06/16/2010 - Present
Cerity Partners LLC (CHICAGO IL)
NA
12/02/1992 - 03/12/1993
TERRA SECURITIES CORPORATION
NA
01/13/1989 - 11/15/1989
LAKE GENEVA INVESTMENTS, LTD.
NA
04/14/1988 - 01/26/1989
WADDELL & REED, INC.
BC
Issued 04/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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