Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Morello is a financial professional with experience in the industry since 2015. Currently, Stephen is registered with KKR Capital Markets LLC, a firm located in New York, NY. Before joining KKR Capital Markets LLC, Stephen worked for BLACKSTONE SECURITIES PARTNERS L.P. and UBS FINANCIAL SERVICES INC. Stephen has a variety of licenses including Series 7, Series 66, Series 79, and SIE. Stephen is registered in multiple states throughout the United States.
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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2
NY
07/30/2021 - Present
KKR Capital Markets LLC (New York NY)
NY
09/19/2018 - 04/12/2021
BLACKSTONE SECURITIES PARTNERS L.P. (NEW YORK NY)
NJ
08/24/2015 - 09/04/2018
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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