Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Czick is a financial advisor with over 15 years of experience in the industry. Stephen is currently registered with iCapital Markets LLC and is licensed to provide securities and investment advisory services in 51 states. Stephen has previously held positions with ICapital Securities, LLC, CAIS Capital LLC, ALPS Distributors, Inc., RBS Securities Inc., Credit Suisse Securities (USA) LLC, and J.P. Morgan Securities Inc.
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
05/22/2019 - Present
Icapital Markets LLC (NEW YORK NY)
NY
04/22/2022 - 10/11/2022
ICAPITAL SECURITIES, LLC (NEW YORK NY)
CA
07/11/2016 - 05/18/2019
CAIS CAPITAL LLC (Beverly Hills CA)
NY
04/30/2014 - 11/26/2014
ALPS DISTRIBUTORS, INC. (NEW YORK NY)
CT
06/20/2011 - 08/29/2012
RBS SECURITIES INC. (STAMFORD CT)
NY
06/23/2008 - 07/13/2011
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
10/21/2003 - 05/27/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 11/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2014
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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