Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jagusch is an investment advisor representative with Spc, based in Highland, Michigan. Steven has been working in the financial industry since 1984. Steven holds Series 6, 22, 62, and 63 licenses and the SIE exam certification. Steven is also licensed in 12 states and holds both broker-dealer and investment advisor registrations. Steven has experience in financial planning, pension consulting, and portfolio management. Steven also provides educational seminars.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
05/11/2010 - Present
SPC (HIGHLAND MI)
OH
07/23/1990 - 02/15/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
01/22/1990 - 07/09/1990
HORIZONS INTERNATIONAL CORPORATION
NY
07/18/1984 - 02/14/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/18/1984 - 02/14/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/26/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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