Unclaimed
Robert Stevens is a financial professional with over 10 years of experience in the securities industry. He holds Series 7, 55, 57TO, and SIE licenses. He is registered with FINRA and is currently affiliated with Brownstone Investment Group, LLC. Robert is dedicated to providing personalized financial guidance to his clients.
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.
1
2
NY
06/28/2013 - Present
Brownstone Investment Group, LLC (NEW YORK NY)
BC
Issued 08/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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