Unclaimed
Stephen Curran is a financial advisor with Truist Securities, Inc. based in Boston, MA. Stephen has been in the financial services industry since 2000 and is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 79 and SIE licenses. Stephen also holds the Series 63 license and is registered to provide securities and investment advisory services in 52 states and the District of Columbia. Prior to joining Truist Securities, Inc., Stephen held positions at Fleet Securities, Inc., and FleetBoston Robertson Stephens Inc.
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
MA
12/17/2018 - Present
Truist Securities, Inc. (BOSTON MA)
TX
06/14/2001 - 04/27/2004
FLEET SECURITIES, INC. (DALLAS TX)
TX
09/05/2000 - 10/13/2000
FLEET SECURITIES, INC. (DALLAS TX)
CA
03/30/2000 - 09/05/2000
FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
TX
01/19/2000 - 04/03/2000
FLEET SECURITIES, INC. (DALLAS TX)
BC
Issued 10/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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