Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Maynard Alinikoff is a financial advisor with over 30 years of experience in the industry. Stephen currently works for Capital Markets IQ, LLC in Arlington, TX. Prior to that, Stephen was employed by Prospera Financial Services, Inc. in Wilkes-Barre, PA. Stephen holds a Series 7, Series 6, Series 4, Series 24, Series 28, Series 53, and Series 66 license. He is also a Registered Investment Advisor in Pennsylvania. Stephen specializes in providing investment advice to businesses, individuals, and retirement plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Business consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
11/17/2017 - Present
Capital Markets IQ, LLC (ARLINGTON TX)
PA
04/28/2009 - 11/17/2017
PROSPERA FINANCIAL SERVICES, INC. (WILKES-BARRE PA)
PA
04/14/2005 - 04/27/2009
SAMMONS SECURITIES COMPANY, LLC (WILKES BARRE PA)
NY
03/09/2005 - 04/14/2005
AMERICAN CAPITAL PARTNERS, LLC (HAUPPAUGE NY)
PA
05/26/1989 - 03/22/2005
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
NY
06/21/1993 - 09/26/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
NA
10/27/1988 - 06/10/1989
JOSEPHTHAL & CO., INCORPORATED
NA
03/16/1988 - 11/03/1988
H. BECK, INC.
NA
10/26/1984 - 03/26/1988
A. F. BEST SECURITIES, INC.
NA
06/03/1982 - 11/23/1984
MONY SECURITIES CORP.
NA
12/18/1981 - 11/23/1984
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
BOTH
Issued 11/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1991
Series 4 - Registered Options Principal Examination
BC
Issued 02/01/1990
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 04/04/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/13/1988
Series 24 - General Securities Principal Examination
BC
Issued 11/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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