Unclaimed
Stefan Breuer is a financial professional with over 25 years of experience in the securities industry. Stefan is currently registered with Mufg Securities Americas Inc. Stefan has held previous positions with BTMU Securities, Inc. and FleetBoston Robertson Stephens Inc. Stefan is licensed to conduct business in Massachusetts and New York.
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
04/01/2017 - Present
Mufg Securities Americas Inc. (NEW YORK NY)
NY
09/13/2016 - 04/01/2017
BTMU SECURITIES, INC. (NEW YORK NY)
MA
09/12/2012 - 09/01/2016
BTMU SECURITIES, INC. (BOSTON MA)
MA
07/19/2011 - 09/12/2012
BTMU FINANCIAL SERVICES, INC. (BOSTON MA)
MA
06/13/2000 - 07/19/2011
BTMU SECURITIES, INC. (BOSTON MA)
CA
02/13/1997 - 12/22/1999
FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
BC
Issued 12/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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