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. Steven has a strong background in both Broker-Dealer and Investment Advisor services. Steven has been registered with Raymond James Financial Services Advisors, Inc. since April 2019. Before joining Raymond James, Steven spent over 15 years with J.J.B. HILLIARD, W.L. LYONS, LLC. Steven has held several roles throughout his career including Branch Manager, and is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Steven specializes in wealth management, retirement planning, and estate planning. He is committed to helping clients achieve their financial goals and build a secure future.
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 03/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/29/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/25/2002
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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