Unclaimed
Steven John Eugster is a financial advisor with over 20 years of experience in the financial services industry. Currently, Steven is registered with Principal Securities, Inc. and is a financial advisor in their Overland Park, Kansas office. Prior to joining Principal Securities, Inc. Steven worked for Pruco Securities, LLC and BMA Financial Services, Inc. Steven holds Series 6, 7, 24, 26, 51, and 63 licenses as well as the SIE exam. Steven provides financial planning and portfolio management services to individuals, corporations, pension plans, and charitable organizations.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
KS
08/27/2018 - Present
Principal Securities, Inc. (OVERLAND PARK KS)
MO
03/22/2000 - 06/29/2018
PRUCO SECURITIES, LLC. (St. Louis MO)
MO
01/21/1999 - 03/08/2000
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BOTH
Issued 08/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 05/15/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/18/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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