Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Edward Stein is a financial professional with experience in the securities industry. Jonathan Stein has been associated with Young America Capital, LLC, a firm headquartered in Mamaroneck, New York, since July 2017. Jonathan Stein has passed the Series 63, Series 79 and SIE exams, demonstrating expertise in securities regulations, investment banking, and industry essentials. Jonathan Stein's professional focus is on investment banking and financial services, working to help clients achieve their financial goals.
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.
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.
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NY
07/25/2017 - Present
Young America Capital, LLC (MAMARONECK NY)
BC
Issued 08/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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