Steve Linkowski, financial advisor Carnegie PA
81 score

Steve Linkowski

CRD Number: 1107511
Current Firm: On Investment Management Co

Steve Linkowski (CRD# 1107511) is an Investment Advisor Representative working at On Investment Management Co in Carnegie, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Oct 2010 - Current 6
Ohio National Financial Services Cincinnati, OH May 2010 - Current 6
Pittsburgh Benefits Group Inc. Pittsburgh, PA Apr 1993 - Current 23
Link Ranch Inc. Avella, PA Jun 1983 - Current 33
Qa3 Financial Corp Omaha, NE May 2009 - Oct 2010 1
Minnesota Life Insurance Company St. Paul, MN Mar 2007 - Feb 2009 1
Securian Financial Services Inc. St. Paul, MN Mar 2007 - Feb 2009 1
Securian Financial Group Pittsburgh, PA Mar 2007 - Feb 2009 1
New England Securities Boston, MA Apr 1993 - Mar 2007 13
New England Financial Pittsburgh, PA Apr 1993 - Mar 2007 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1986
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Steve J. Linkowski
Phone Number: 855-262-0913
Registered State(s):
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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