Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Malinowski is a financial advisor with Percival Financial Partners, Ltd. Stephen has been in the financial industry since March 9, 2001, and has held a Series 63 license since November 6, 2009. Stephen is registered with the state of New York, Pennsylvania, and Wisconsin. Stephen is a highly experienced financial advisor who can help you with your financial needs.
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.
1
2
MD
03/18/2014 - Present
Percival Financial Partners, Ltd. (COLUMBIA MD)
PA
10/16/2009 - 02/14/2014
GLOBAL TRANSITION SOLUTIONS, INC. (PAOLI PA)
NY
01/22/2001 - 03/24/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
08/03/1990 - 02/07/1995
LEHMAN BROTHERS INC.
BC
Issued 11/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/23/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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