Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Green is a financial advisor with over 27 years of experience in the industry. Stefan is currently registered with Perella Weinberg Partners LP in San Francisco, California. Stefan previously worked at Tudor Pickering Holt & Co Advisors LP and Goldman, Sachs & Co. Stefan holds a Series 7, Series 24, Series 63 and SIE.
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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2
CA
09/24/2014 - Present
Perella Weinberg Partners LP (SAN FRANCISCO CA)
CA
03/06/2020 - 01/20/2021
TUDOR PICKERING HOLT & CO ADVISORS LP (San Francisco CA)
NY
09/08/1994 - 08/23/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 01/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2014
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 09/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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