Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Merdinger is a financial advisor at Hightower Advisors, LLC. Steven has been in the financial services industry for over 30 years and has extensive experience in providing financial planning, portfolio management and retirement planning services. Steven is a Certified Financial Planner and a Chartered Financial Consultant. Steven has a strong commitment to helping his clients 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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/12/2020 - Present
Hightower Advisors, LLC (Chicago IL)
IL
10/06/2011 - 12/14/2017
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (CHICAGO IL)
IL
01/14/1999 - 10/04/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHICAGO IL)
IN
06/01/1998 - 01/15/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
11/29/1985 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 02/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/27/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Steven Merdinger is the right advisor for you? Invested Better is here to help.
