Unclaimed
Steven Joseph Sterchele is an investment advisor representative with Ameriprise Financial Services, LLC. Steven has been in the securities industry since May 1, 1997. Steven is licensed in Arizona, California, Florida, Illinois, Indiana, and Michigan. Steven has passed the Series 63, Series 66, Series 7 and SIE exams. Steven has been with Ameriprise Financial Services, LLC since 2009. Steven is an active advisor with Ameriprise Financial Services, LLC and has a variety of experience in the financial services industry. Ameriprise Financial Services, LLC is a registered investment advisor with the SEC and is headquartered in Minneapolis, Minnesota.
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
IL
03/28/2012 - Present
Ameriprise Financial Services, LLC (ORLAND PARK IL)
IL
08/19/1998 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ORLAND PARK IL)
IL
04/10/1997 - 07/27/1998
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
BOTH
Issued 06/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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