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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gerard Gundrum is a financial advisor with over 30 years of experience in the industry. Steven currently works for Equitable Advisors, LLC and is registered as an investment advisor representative in Illinois. Steven's previous experience includes working for The Equitable Life Assurance Society of the United States in New York. Steven has passed the Series 6, 7, 63, and 65 exams, as well as the Securities Industry Essentials (SIE) exam. Steven specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Steven's current firm is Equitable Advisors, LLC, a national firm with over 141,000 clients and over $32 trillion in regulatory assets under management. Equitable Advisors, LLC provides a variety of financial planning and portfolio management services. Steven is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
IL
10/01/2001 - Present
Equitable Advisors, LLC (DEERFIELD IL)
NY
03/17/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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