Stephen SenesacCRD Number: 1846064
Current Firm: Forum Financial Management, LP
Stephen Senesac (CRD# 1846064) is an Investment Advisor Representative working at Forum Financial Management, LP in Joliet, IL and has over 26 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
Lcm Capital Management Inc.
|Forum Financial Management, LP||Lombard, IL||Oct 2013 - Current||4|
|Senesac & Lennon Financial Group||Joliet, IL||Nov 2012 - Current||5|
|Senesac & Lennon, Ltd||Joliet, IL||May 1994 - Current||23|
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2013 - Dec 2014||1|
|Pks Advisory Services, LLC||Albany, NY||Oct 2013 - Dec 2014||1|
|Cetera Investment Advisers LLC||Schaumburg, IL||Oct 1998 - Oct 2013||15|
|Cetera Financial Specialists LLC||Schaumburg, IL||May 1988 - Oct 2013||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1991|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
Total Assets Under Management2,037MILLIONS
Total Number of Accounts7,269ACCOUNTS
Average Account Value$280,262
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, NE, NJ, NY, PA, SC, TN, TX, VA, WA, WI
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