Steven Milstein (CRD# 2204646) is an Investment Advisor Representative working at Mack Investment Securities, Inc. in Lincolnshire, IL and has over 32 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 |
|---|---|---|---|
| Mack Investment Securities, Inc. | Glenview, IL | Apr 1995 - Current | 29 |
| Milstein Company | Lincolnshire, IL | Sep 1993 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
- IL
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Total Assets Under Management223MILLIONS
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Total Number of Accounts1,013ACCOUNTS
-
Average Account Value$220,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
AZ, CA, CO, FL, IA, IL, IN, LA, MI, MO, MS, OH, TX, WA, WI
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