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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Gronceski is a financial advisor with Waverly Advisors, LLC. Steven has been a Registered Representative since 1994. Steven is licensed in Arizona, Florida, Illinois, Indiana, and Texas. Steven has a Certified Financial Planner (CFP) designation and has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Steven previously worked at SII Investments, Inc., United Planners' Financial Services of America A Limited Partner, American Express Financial Advisors Inc. and IDS Life Insurance Company.
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.
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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AL
01/11/2024 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
IN
10/22/2007 - 12/16/2016
SII INVESTMENTS, INC. (LAPORTE IN)
IN
04/01/1998 - 10/22/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MERRILLVILLE IN)
AZ
07/18/1997 - 01/01/1998
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
MN
04/22/1994 - 07/22/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/22/1994 - 07/22/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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