Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Carre is a financial professional with over 15 years of experience in the industry. Stephen has a Series 7, 24, 63 and 79TO license and is registered to provide investment advice in 53 states and the District of Columbia. Stephen is currently employed at Lincoln International LLC, a financial services firm. Stephen was previously employed at UBS Securities LLC from June 2008 to February 2022.
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
NY
03/08/2022 - Present
Lincoln International LLC (NEW YORK NY)
NY
06/19/2008 - 02/01/2022
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 08/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2015
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 06/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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