Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileAdvisors 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
CA
02/10/2022 - Present
GT Securities, Inc. (LOS ANGELES CA)
DE
01/11/2021 - 01/31/2022
GROWTH CAPITAL SERVICES, INC. (CLAYMONT DE)
NY
07/07/2017 - 12/31/2020
GROWTH CAPITAL SERVICES, INC. (New York NY)
NJ
09/29/2016 - 07/05/2017
CLEARVIEW TRADING ADVISORS, INC. (TENAFLY NJ)
CT
11/12/2013 - 07/09/2015
MORGAN STANLEY (GREENWICH CT)
NY
05/29/2012 - 08/01/2012
AGILE PT GROUP LLC (NEW YORK NY)
AZ
10/25/2011 - 05/23/2012
ECHOTRADE LLC (PHOENIX AZ)
AZ
07/28/2011 - 10/21/2011
ECHOTRADE LLC (PHOENIX AZ)
NY
10/07/2010 - 04/13/2011
NAVPOINT, LLC (NEW YORK CITY NY)
NY
06/26/2003 - 11/18/2004
CARLIN EQUITIES CORP. (NEW YORK NY)
NY
05/04/1999 - 05/24/1999
ON-SITE TRADING, INC. (GREAT NECK NY)
NY
10/23/1998 - 04/06/1999
ING BARING FURMAN SELZ LLC (NEW YORK NY)
NY
03/13/1996 - 06/03/1998
ROBERT FLEMING INC. (NEW YORK NY)
NY
11/27/1995 - 02/07/1996
CASPIAN SECURITIES INCORPORATED (NEW YORK NY)
NY
03/11/1994 - 06/26/1995
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NA
11/30/1993 - 03/03/1994
ALEX. BROWN & SONS INCORPORATED
NY
05/11/1990 - 11/29/1993
S.G. WARBURG & CO. INC. (NEW YORK NY)
NY
08/19/1989 - 05/10/1990
DELTEC ASSET MANAGEMENT CORPORATION (NEW YORK NY)
NY
02/22/1989 - 08/16/1989
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
01/09/1987 - 03/14/1989
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
NA
02/27/1986 - 01/27/1987
SANFORD C. BERNSTEIN & CO., INC.
NA
08/24/1983 - 02/03/1986
CYRUS J. LAWRENCE INCORPORATED
NA
07/01/1983 - 08/04/1983
PRUDENTIAL-BACHE SECURITIES INC.
BOTH
Issued 11/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/6/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/9/1998
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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