Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Steinberg is an active Broker-Dealer and Investment Advisor Representative who is licensed in 28 states. Brendan is currently registered with J.p. Morgan Securities LLC, where Brendan has been employed since February 2024. Prior to that, Brendan was registered with American Capital Partners, LLC. Brendan has a Series 66, a Series 7TO, and a SIE license. Brendan's previous employment includes roles at Three Village Inn, DXWEB, Stony Brook University, TD Bank, Ambulnz and various other organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
02/16/2024 - Present
J.p. Morgan Securities LLC (LAKE GROVE NY)
NY
09/27/2023 - 04/04/2024
AMERICAN CAPITAL PARTNERS, LLC (HAUPPAUGE NY)
BOTH
Issued 11/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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