Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Edward Egan has been in the financial services industry since September 21, 1976. Currently, Egan is a registered representative of Oppenheimer & Co. Inc. and is licensed to provide financial services in Illinois and Louisiana. Egan's previous employers include CIBC WORLD MARKETS CORP. and OPPENHEIMER & CO., INC.. Steven Egan has worked for Oppenheimer & Co. Inc. since January 3, 2003. Egan provides financial services to corporations and individuals in Illinois and Louisiana.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
04/08/2016 - Present
Oppenheimer & Co. Inc. (CHICAGO IL)
NY
07/24/1980 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
04/03/1988 - 04/18/1995
OPPENHEIMER & CO., INC.
NA
09/22/1976 - 08/24/1980
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 09/27/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1980
PC - AMEX Put and Call Exam
BC
Issued 09/18/1976
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Steven Egan is the right advisor for you? Invested Better is here to help.
