Wealth Strategist in Illinois
- Financial Planning
- Risk Management
- Retirement Planning
- Hedging Strategies
- Series, 6,7, 63,65 held at LPL FinancialState Registrations: AZ, CA, District of Columbia, FL, GA, IL, MA, MI, NY, NC, PA, Texas, Washington, WI
- Bachelor of Arts (BA), Advertising – Drake University
Rule No. 1: Never lose money. Rule No.2: Never forget rule No. 1.
Stefan Rosuck has over 23 years of experience in the financial services industry and specializes in reducing portfolio risk of investing in stocks through utilization of advanced hedging strategies. He began his journey at Morgan Stanley before joining UBS Financial , then Smith Barney, then LPL Financial for the last 13 years. His primary focus is to help enable clients to enjoy their retirement based on their own values and what is most important to them.
Stefan strongly believes that knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid mistakes that can affect your future. Stefan is committed to helping people just like you create personalized strategies that help you meet your financial goals.