David Steger, financial advisor Chicago IL
95 score

David Steger

CRD Number: 5951596
Current Firm: Msi Financial Services, Inc.

David Steger (CRD# 5951596) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Chicago, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Chicago, IL Jan 2015 - Current 1
New England Securities Chicago, IL Jul 2011 - Current 5
Unemployed Playa Del Rey, CA Jul 2008 - Jul 2011 3
Skadden, Arps, Slate, Meagher Chicago, IL Jul 2007 - Jun 2008 < 1
Golftec Ent. Des Plaines, IL Jan 2007 - Jun 2007 < 1
Golf Center Pro Shop Des Plaines, IL Jan 2002 - Jun 2007 5
College Student Ann Arbor, MI Sep 2002 - Jun 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for David C. Steger
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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