Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Gregory Marek is an investment advisor representative with Joseph Gunnar & Co. LLC. Stephen has over 28 years of experience in the financial services industry. Stephen is registered with the following securities regulators: FINRA, CA, NJ, NY, and PA. Stephen is also registered as an investment advisor representative in CA, NJ, NY, and PA. Stephen has a Series 4, Series 7, Series 24, and Series 63 license. Stephen is also a Series 65 licensed advisor. Stephen's firm, Joseph Gunnar & Co. LLC, is based in Uniondale, NY. The firm provides investment advisory services to individuals and other investment advisors. Stephen's professional experience includes roles at American Capital Partners, LLC, Milestone Financial Services, Inc., and First Asset Management, 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Share in fees paid to tpmms
1
2
NY
01/14/2020 - Present
Joseph Gunnar & Co. LLC (UNIONDALE NY)
NY
07/05/2002 - 01/28/2009
AMERICAN CAPITAL PARTNERS, LLC (MEDFORD NY)
NY
04/17/2001 - 08/01/2002
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
NY
08/27/1998 - 04/23/2001
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
NY
02/28/1994 - 08/28/1998
FIRST ASSET MANAGEMENT, INC. (GARDEN CITY NY)
IA
Issued 12/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2006
Series 4 - Registered Options Principal Examination
BC
Issued 03/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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