Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Patrick Trudo is a financial advisor who has been working in the industry since August 7, 2004. Steven is currently registered with Robinhood Financial, LLC and is located in Chicago, IL. Prior to joining Robinhood Financial, LLC, Steven worked at E*TRADE SECURITIES LLC, MORGAN STANLEY, and other firms. Steven holds a variety of licenses and certifications, including the Series 6, 7, 52TO, 53, 99TO, and SIE. Steven has a broad base of experience in the financial services industry and is committed to providing personalized financial advice to his clients.
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.
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.
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2
IL
05/21/2024 - Present
Robinhood Financial, LLC (Chicago IL)
IL
09/14/2023 - 05/17/2024
E*TRADE SECURITIES LLC (Chicago IL)
IL
07/22/2022 - 05/17/2024
MORGAN STANLEY (Chicago IL)
IL
08/07/2017 - 09/05/2023
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
07/20/2016 - 08/07/2017
OPTIONSHOUSE (CHICAGO IL)
IL
07/12/2007 - 07/21/2016
TRADINGBLOCK (CHICAGO IL)
GA
11/08/2002 - 10/13/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/23/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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