Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Schenck is a financial advisor who has been active in the industry since 1992. He is registered with Ameriprise Financial Services, LLC and has held registrations with several other firms throughout his career. Steven has a range of licenses and designations, including the Series 7, Series 63, and SIE exams. Steven's specializations include investment advisory services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Asset allocation 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.
1
2
KS
10/05/2006 - Present
Ameriprise Financial Services, LLC (Overland Park KS)
MN
10/20/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
10/12/1990 - 10/17/1991
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 11/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Schenck is the right advisor for you? Invested Better is here to help.
