Unclaimed
Steven Fletcher is a Retirement Plan Services Advisor with Old National Bank and 1834 Investment Advisors Co. Steven is registered with the state of Illinois as an Investment Advisor Representative. Steven has been in the financial services industry since 2009 and has experience at several firms including Raymond James Financial Services, Inc. and FNBO. Steven has been with Old National Bank and 1834 Investment Advisors Co. since 2022 and 2024, respectively. Steven focuses on helping individuals, high-net-worth individuals, and retirement plan clients with their financial planning and portfolio management needs.
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.
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.
1
2
IL
02/06/2024 - Present
1834 Investment Advisors Co. (Chicago IL)
IA
Issued 12/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Steven Fletcher is the right advisor for you? Invested Better is here to help.