Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan Burklin is a financial professional with over 30 years of experience in the industry. Stephan is currently registered with J.v.b. Financial Group, LLC, based in Boca Raton, FL. Stephan has held various roles at different firms throughout his career, including LaSalle Financial Services, Inc. and ABN AMRO Incorporated. Stephan is licensed to offer investment advice and products in multiple states. Stephan is a Series 7, 9, 10, 24, 27, 63, 79TO, 99TO, and SIE licensed professional.
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
FL
09/27/2013 - Present
J.v.b. Financial Group, LLC (BOCA RATON FL)
FL
06/05/2008 - 01/31/2014
JVB FINANCIAL GROUP, LLC (BOCA RATON FL)
IL
06/01/2001 - 03/13/2008
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
CT
05/12/1998 - 06/06/2001
ABN AMRO INCORPORATED (STAMFORD CT)
IL
12/20/1988 - 05/21/1998
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
BC
Issued 07/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2019
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/31/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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