Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven John Dudash is a financial advisor at IHT Wealth Management LLC in Chicago, IL. Steven has over 23 years of experience in the financial services industry. Steven has worked at several financial firms, including LPL FINANCIAL LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and BANC OF AMERICA INVESTMENT SERVICES, INC. Steven holds a Series 7, Series 24, Series 31, Series 51 and Series 66 license. Steven is also a Registered Investment Advisor (RIA). Steven provides a range of financial services to individuals, families, 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.
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.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
IL
07/01/2014 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
06/27/2014 - 05/06/2021
LPL FINANCIAL LLC (CHICAGO IL)
IL
10/23/2009 - 06/30/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
05/28/2003 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
NJ
06/02/1999 - 06/04/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/16/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/21/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 06/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Dudash is the right advisor for you? Invested Better is here to help.
