Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefano? Claim Your ProfileStefano Safaei is a registered representative with Wedbush Securities Inc. and is licensed to provide investment advice in New York. Stefano has been in the financial industry since 2000. Stefano holds Series 3, 7, 9, 10, 63, and 66 securities licenses and the SIE exam. Stefano also holds an active Investment Advisor Representative (IAR) registration in 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/09/2021 - Present
Wedbush Securities Inc. (ARMONK NY)
NY
09/27/2001 - 06/25/2007
BROOKSTREET SECURITIES CORPORATION (WHITE PLAINS NY)
FL
03/30/2000 - 12/31/2001
EMERSON BENNETT & ASSOCIATES (FT. LAUDERDALE FL)
BOTH
Issued 06/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/14/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1999
Series 3 - National Commodity Futures 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
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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