Steven Harrison (CRD# 6332769) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rosemont, IL and has over 9 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Rosemont, IL | Jan 2023 - Current | 1 |
| Pruco Securities, LLC | Rosemont, IL | Jan 2023 - Current | 1 |
| Fifth Third Bank | Mokena, IL | Oct 2021 - Jan 2023 | 1 |
| Fifth Third Securities | Mokena, IL | Oct 2021 - Jan 2023 | 1 |
| Lpl Financial LLC | Chicago, IL | Mar 2021 - Oct 2021 | < 1 |
| Bmo Harris Financial Advisors, Inc. | Chicago, IL | Sep 2018 - Oct 2021 | 3 |
| Three Sixty Wealth Management | Naperville, IL | Aug 2017 - Sep 2018 | 1 |
| Lincoln Investment | Lombard, IL | Jul 2017 - Aug 2017 | < 1 |
| Unemployed | W Chicago, IL | Apr 2017 - Jun 2017 | < 1 |
| Fidelity Brokerage Services LLC | Napverville, IL | Jan 2015 - Mar 2017 | 2 |
| Aig | Downers Grove, IL | Nov 2014 - Jan 2015 | < 1 |
| Edward Jones | West Chicago, IL | May 2014 - Oct 2014 | < 1 |
| Best Buy (magnolia) | Bloomingdale, IL | Oct 2003 - May 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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