Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven J. Schade is a financial advisor registered with Cambridge Investment Research Advisors, Inc. based in Traverse City, Michigan. Steven has been in the securities industry since May 2001. Prior to joining Cambridge Investment Research Advisors, Inc., Steven was a registered representative with J.P. Morgan Securities LLC. Steven is licensed to sell securities in 21 states. Steven also holds Series 63, 65, 7 and SIE licenses. Steven's specialties include financial planning, pension consulting, educational seminars, market timing services, and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
08/22/2014 - Present
Cambridge Investment Research Advisors, Inc. (TRAVERSE CITY MI)
MI
10/01/2012 - 04/09/2014
J.P. MORGAN SECURITIES LLC (TRAVERSE CITY MI)
MI
01/31/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TRAVERSE CITY MI)
MI
07/06/2005 - 01/30/2007
CHASE INVESTMENT SERVICES CORP. (TRAVERSE CITY MI)
IL
12/11/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
03/14/2002 - 06/18/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MA
12/15/2001 - 03/01/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/15/2001 - 03/01/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MO
11/21/2000 - 12/10/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 04/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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