Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kann has over 18 years of experience in the financial services industry. Stephen is currently registered with Dominari Securities LLC in New York, NY. Previously, Stephen was registered with Finalis Securities LLC, HP Securities, Inc., Paulson Investment Company LLC, FBV Capital Advisors, Inc., Monarch Bay Securities, LLC, Finance 500, Inc., Ascendiant Securities, LLC, Longview Financial Group, Inc, Newbridge Securities Corporation, US Euro Securities, Inc, Marino Capital Partners, Source Capital Group, Inc., U.S. Securities Corporation of Washington, DC, Securities America, Inc. and Thomas James Associates, Inc. Stephen offers portfolio management for individuals and businesses, as well as financial planning and selection of other advisers.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
04/15/2024 - Present
Dominari Securities LLC (NEW YORK NY)
NY
10/24/2022 - 02/10/2023
FINALIS SECURITIES LLC (NEW YORK NY)
FL
08/19/2021 - 09/20/2022
HP SECURITIES, INC. (MIAMI FL)
NY
11/06/2018 - 12/21/2020
PAULSON INVESTMENT COMPANY LLC (NEW YORK NY)
NY
08/08/2016 - 02/01/2017
FBV CAPITAL ADVISORS, INC. (NEW YORK NY)
CA
08/06/2014 - 12/12/2014
MONARCH BAY SECURITIES, LLC (IRVINE CA)
CA
07/11/2013 - 07/15/2014
FINANCE 500, INC. (IRVINE CA)
CA
07/12/2011 - 10/04/2011
ASCENDIANT SECURITIES, LLC (IRVINE CA)
NY
12/19/2008 - 07/07/2009
LONGVIEW FINANCIAL GROUP, INC (NEW YORK NY)
FL
01/31/2008 - 12/02/2008
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
12/03/2003 - 02/07/2008
US EURO SECURITIES, INC (PERDIDO KEY FL)
NY
08/21/2001 - 09/19/2003
MARINO CAPITAL PARTNERS (NEW YORK NY)
CT
05/02/2003 - 09/02/2003
SOURCE CAPITAL GROUP, INC. (WESTPORT CT)
NA
04/10/1992 - 03/26/1993
U.S. SECURITIES CORPORATION OF WASHINGTON, DC
NE
08/10/1990 - 07/17/1991
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
03/25/1987 - 08/03/1990
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
BC
Issued 08/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/11/2018
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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