Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Richard Ostrander is a financial advisor with Highpoint Planning Partners, a firm headquartered in Downers Grove, Illinois. Steven has been working in the financial industry since June 1988 and is registered as an Investment Advisor Representative in Illinois. Steven is also registered as a Broker-Dealer in California, Florida, Illinois, and Wisconsin. Steven has a diverse background in the financial industry, having previously worked for Chase Investment Services Corp., Banc One Securities Corporation, and Citistreet Equities LLC. Steven has held the Series 3, 6, 7, 63, and 65 licenses, and the SIE exam. Steven is an experienced advisor who can help clients with a variety of financial needs, including financial planning, portfolio management, and selection of other advisors. Steven is committed to providing his clients with personalized service and a high level of expertise.
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.
1
2
IL
11/02/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
07/06/2005 - 09/10/2012
CHASE INVESTMENT SERVICES CORP. (OAK BROOK IL)
IL
05/14/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
06/20/1988 - 05/20/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 10/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Steven Ostrander is the right advisor for you? Invested Better is here to help.
