Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Burt is a financial advisor with over 27 years of experience in the industry. Stephen is currently registered with Kroll Securities LLC and has been with the firm since 2007. Stephen has held a variety of roles in the financial services industry, including positions at GCP Securities, LLC, Pagemill Partners, LLC, and GCP Securities, Inc. Stephen holds the Series 7, Series 24, Series 63, Series 79TO, Series 99TO, and SIE licenses. Stephen is licensed to provide financial advice in 53 states and jurisdictions.
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
IL
11/08/1995 - Present
Kroll Securities LLC (CHICAGO IL)
IL
06/06/2012 - 01/23/2014
GCP SECURITIES, LLC (CHICAGO IL)
IL
02/01/2012 - 01/23/2014
PAGEMILL PARTNERS, LLC (CHICAGO IL)
IL
07/13/2011 - 06/06/2012
GCP SECURITIES, INC. (CHICAGO IL)
BC
Issued 01/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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