Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Durk is a financial advisor currently registered with Hightower Advisors, LLC. Steven has been in the industry for over 16 years. Steven has several licenses, including Series 65, 63, 7 and 10. Steven holds a Bachelor's degree in Business Administration. Steven is committed to providing clients with personalized financial planning and investment advice. Steven is a member of the financial industry's leading organizations, including the CFA Institute, and is committed to staying abreast of industry trends.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/21/2020 - Present
Hightower Advisors, LLC (CHICAGO IL)
CA
08/13/2007 - 06/20/2016
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
CA
10/11/2006 - 08/03/2007
M.L. STERN & CO., LLC. (SACRAMENTO CA)
IA
Issued 02/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/20/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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