Steven C Furjanic

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2004 → Present
  Ta-Check
  Fairview Park, OH
• 08/2007 → 02/2018
  Sii Investments, Inc.
  Fairview Park, OH
• 02/2018 → Present
  Lpl Financial Llc
  Fairview Park, OH

Previous Registrations

• 2009-12-18 → 2018-02-14
  Sii Investments, Inc.
  Fairview Park, OH
  Appleton, WI

Other Businesses

1. 02/14/2018 - CLEVELAND STATE UNIVERSITY - Not Investment Related - Other - Scoreboard Operator - Start Date 1989. 2. 02/14/2018 - TA-CHECK FINANCIAL - Investment Related - Tax Prep/Accounting/CPA - Time Spent 50%. 3. 02/14/2018 - TA-CHECK FINANCIAL - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)

Exams

• S66 Uniform Combined State Law Examination
  2009-12-17
• S63 Uniform Securities Agent State Law Examination
  2004-05-27

Other Names

• Steven C. Furjanic