Unclaimed
Steven John Twirago is an investment advisor representative with Vanguard Advisers, Inc. Steven has been in the financial industry for over 16 years. Steven is registered with the state of Arizona to provide investment advice. Steven has passed the Series 3, 6, 7, 63 and 66 exams, demonstrating his commitment to professional knowledge.
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.
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.
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2
AZ
05/29/2024 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
FL
06/01/2009 - 03/23/2010
COMMONWEALTH CAPITAL SECURITIES CORP. (CLEARWATER FL)
IL
05/22/2006 - 01/29/2009
TRADESTATION SECURITIES, INC. (CHICAGO IL)
IL
07/06/2005 - 03/31/2006
CHASE INVESTMENT SERVICES CORP. (OSWEGO IL)
IL
09/14/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 05/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2006
Series 3 - National Commodity Futures Examination
BC
Issued 05/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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