Unclaimed
Stephanie Bosso is a financial advisor with over 35 years of experience in the financial services industry. Stephanie is currently registered with Dinosaur Financial Group, LLC and holds Series 7 and 63 licenses, and the SIE exam.
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
11/22/2016 - Present
Dinosaur Financial Group, LLC (NEW YORK NY)
NY
11/26/2014 - 12/06/2016
CANTONE RESEARCH INC. (New York NY)
NY
11/26/2007 - 11/24/2014
MURPHY & DURIEU (NEW YORK NY)
NY
06/17/2002 - 10/04/2007
MUNICIPAL PARTNERS, LLC (NEW YORK NY)
NY
04/09/2002 - 08/08/2002
CANTOR FITZGERALD PARTNERS (NEW YORK NY)
NY
03/15/2002 - 03/22/2002
MURPHY & DURIEU (NEW YORK NY)
NJ
02/03/1997 - 06/15/2001
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. (FLORHAM PARK NJ)
NY
06/02/1993 - 01/10/1997
TULLETT & TOKYO SECURITIES, INC. (NEW YORK NY)
NY
10/22/1986 - 05/04/1993
TITUS AND DONNELLY, INC. (NEW YORK NY)
BC
Issued 04/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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