Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kus is a financial advisor with over 39 years of experience in the industry. He is a Registered Representative and Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. in Birmingham, Michigan. Steven's previous affiliations include J.J.B. HILLIARD, W.L. LYONS, LLC, RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED and FIRST OF MICHIGAN CORPORATION. Steven holds Series 3, 7, 9, 10, 31, 63 and 65 licenses. He has a total of 23 active registrations with state regulatory bodies, including Alabama, Arizona, California, Colorado, Florida, Illinois, Indiana, Maryland, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Rhode Island, Tennessee, Texas, Virginia and Wisconsin. Steven has a wide range of experience, including providing financial planning, pension consulting and portfolio management for individuals and businesses. He has a long history of helping clients with their financial goals, and he is committed to providing them with the personalized service they deserve.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
10/22/2019 - Present
Raymond James Financial Services Advisors, Inc. (Birmingham MI)
MI
09/23/2003 - 05/10/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (BIRMINGHAM MI)
NY
03/09/2002 - 09/19/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
08/21/1998 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MI
05/30/1984 - 08/24/1998
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NA
07/21/1983 - 05/03/1984
K.A. KNAPP & CO., INC.
IA
Issued 3/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 3/29/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 7/25/2002
Series 3 - National Commodity Futures Examination
BC
Issued 7/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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