Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Tresnan is a financial advisor with Hightower Advisors, LLC. Steven has been in the industry since 2006 and is registered with FINRA and the state of New York. Steven's experience includes working at Ameriprise Financial Services, Inc. from 2006 to 2009. Steven is a Series 7 and 66 licensed advisor and has a strong track record of providing financial advice to individuals, businesses, and institutions. Steven is also an artist who has released an album and sells it on iTunes, Limewire, and Napster.
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
03/18/2021 - Present
Hightower Advisors, LLC (CHICAGO IL)
DE
03/17/2006 - 10/28/2009
AMERIPRISE FINANCIAL SERVICES, INC. (WILMINGTON DE)
BOTH
Issued 04/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Tresnan is the right advisor for you? Invested Better is here to help.
