Stephen
Dzurec
Strategic Investment Solutions, Inc
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About this Advisor
Stephen Dzurec is a financial advisor working in Orland Park, Illinois with 2 years of industry experience. Dzurec works at Strategic Investment Solutions, Inc. Over the course of their career, Dzurec has held roles at Jp Recovery Services, Cetera Advisor Networks LLC, Purshe Kaplan Sterling Investments and Strategic Investment Solutions, Inc. Dzurec holds a Series 63 license, designating them as a securities broker, and can serve investors in Ohio. Strategic Investment Solutions, Inc is a registered investment business that has its headquarters in Orland Park, IL. The investment advisory business has offices in four locations and a total of 13 advisors. It manages $611 million in total assets among its 3,082 accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 3,082 client accounts, just 9% are associated with high-net-worth clients who have more than $1 million in assets. The business provides portfolio management for individuals and small businesses. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by Strategic Investment Solutions, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Investment Solutions, Inc Brokerage Details
$611,000,000
13
3,082
$198,248
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Stephen Dzurec Work History
Stephen has been registered as a financial advisor for 2 years.*
Purshe Kaplan Sterling Investments
Strategic Investment Solutions, Inc
Cetera Advisor Networks LLC
Jp Recovery Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Dzurec to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Investment Solutions, Inc
Orland Park, IL
Westlake, OH
Orland Park, IL
Orland Park, IL
Orland Park, IL
Orland Park, IL
Orland Park, IL
Orland Park, IL
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