Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen J. Nash is a financial advisor with Drivewealth, LLC in New York, NY. Stephen has been in the financial industry since August 28, 2009. Prior to joining Drivewealth, LLC, Stephen worked at Cowen And Company, Cowen Securities LLC, Madison Williams And Company and SMH Capital Inc. Stephen is registered with FINRA and holds the Series 7, Series 24 and SIE licenses.
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
04/26/2018 - Present
Drivewealth, LLC (New York NY)
CA
05/13/2013 - 02/03/2015
COWEN AND COMPANY (SAN FRANCISCO CA)
CA
11/28/2011 - 05/21/2013
COWEN SECURITIES LLC (SAN FRANCISCO CA)
CA
12/01/2009 - 11/28/2011
MADISON WILLIAMS AND COMPANY (SAN FRANCISCO CA)
TX
07/29/2009 - 12/16/2009
SMH CAPITAL INC. (HOUSTON TX)
CA
06/08/2006 - 09/28/2009
MERRIMAN CURHAN FORD & CO. (SAN FRANCISCO CA)
BC
Issued 12/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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