linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Errol Bookbinder

Sunstreet Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen Errol Bookbinder

Stephen Errol Bookbinder is a financial professional with over 35 years of experience in the securities industry. He is currently registered with Sunstreet Securities, LLC in Avondale, Arizona. Stephen has a strong background in providing financial planning and portfolio management services to both individuals and high-net-worth clients. He previously worked for Centaurus Financial, Inc., Trubbee, Collins & Co., Inc., and Dean Witter Reynolds Inc. Stephen holds the Series 63, Series 7, and SIE licenses.

Firm Information

Stephen Bookbinder is currently registered with Sunstreet Securities, LLC. Sunstreet Securities, LLC is a Limited Liability Company formed in January 2006. Headquartered in [Main Office Address], the firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Sunstreet Securities, LLC is registered with the SEC and in 38 states.

$5.70M

Assets Under Management

51

Total Clients

17

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Referral fees from tpas

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Bookbinder’s Registration & Firm History

AZ

01/06/2017 - Present

Sunstreet Securities, LLC (AVONDALE AZ)

AZ

08/03/2012 - 12/31/2016

CENTAURUS FINANCIAL, INC. (SCOTTSDALE AZ)

NY

02/21/1991 - 07/27/2012

TRUBEE, COLLINS & CO., INC. (BUFFALO NY)

NY

05/23/1984 - 01/23/1991

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

Not sure if Stephen Errol Bookbinder is right for you?

Licenses & Designations

BC

Issued 05/29/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stephen Errol Bookbinder. Review regulatory record here.
Not sure if Stephen Errol Bookbinder is right for you?