Unclaimed
Steven Randolph Jung has been in the financial services industry since July 1986. Steven is currently registered with LPL Financial LLC and Eukles Asset Management, LLC. Steven is licensed to provide investment advisory services in Indiana, Kentucky, Ohio and Texas. Steven has a broad range of experience and is able to provide consulting and other non-discretionary advisory services, financial planning, pension consulting and educational seminars. Steven offers portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OH
07/11/2012 - Present
LPL Financial LLC (CINCINNATI OH)
KY
08/15/2003 - 09/19/2011
MORGAN KEEGAN & COMPANY, INC. (COVINGTON KY)
NY
07/31/1993 - 08/21/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/06/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
CO
07/28/1989 - 11/13/1989
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
CT
11/25/1986 - 07/29/1989
ADVEST, INC. (HARTFORD CT)
NA
07/30/1986 - 12/19/1986
ROBERT H. LESHNER & CO., INC.
IA
Issued 12/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1995
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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