Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Wizeman is a financial advisor who is registered with Nylife Securities LLC. He is a registered representative with a Series 63, Series 7, and Series 6TO license. Stephen holds his Series 63, Series 7, and Series 6TO licenses and is licensed in the state of New Jersey. Stephen has been in the industry since 2012. His previous employment includes positions with Weiss, Peck & Greer, L.L.C. in Boston, MA, and Lazard Freres & Co. LLC in New York, NY.
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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NJ
02/15/2024 - Present
Nylife Securities LLC (SADDLE BROOK NJ)
NY
06/05/1998 - 12/19/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
11/15/1995 - 02/20/1998
WEISS, PECK & GREER, L.L.C. (BOSTON MA)
NY
06/21/1990 - 08/28/1995
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 04/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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