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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Feinberg is a financial advisor with over 40 years of experience in the industry. Stephen has worked at Morgan Stanley since 2009, prior to that he worked at firms like Citigroup Global Markets Inc., Lehman Brothers Inc. and Merrill Lynch. Stephen specializes in asset allocation, financial planning, portfolio management and pension consulting. Stephen holds the Series 65 and Series 63 state exams as well as the Series 31, Series 5, Series 7 and SIE. Stephen is registered with the State of Massachusetts.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
06/01/2009 - Present
Morgan Stanley (Wellesley MA)
MA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WALTHAM MA)
NY
01/13/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/12/1981 - 01/19/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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