Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Louis Stephano is an investment professional with over 5 years of experience in the financial services industry. Stephen is currently registered with Berkshire Global Advisors LP, a firm based in New York, NY. Prior to this, Stephen was employed with Cambridge International Partners LLC. Stephen holds Series 63, SIE and Series 79 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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NY
05/10/2017 - Present
Berkshire Global Advisors LP (NEW YORK NY)
NY
10/13/2014 - 02/13/2017
CAMBRIDGE INTERNATIONAL PARTNERS LLC (NEW YORK NY)
BC
Issued 09/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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