Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Keyes-grevelis is an investment professional with over 20 years of experience in the financial industry. Stephen is currently registered with Bernstein Institutional Services LLC, a firm with a strong reputation for providing investment management services. Previously, Stephen was affiliated with Sanford C. Bernstein & Co., LLC and FBR Capital Markets & Co. Stephen holds a variety of licenses and certifications, including the Series 3, 7, 24, 63, and SIE exams, demonstrating a comprehensive understanding of financial markets and investment products.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
01/12/2024 - Present
Bernstein Institutional Services LLC (NEW YORK NY)
NY
04/18/2012 - 04/08/2024
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
07/29/2002 - 03/15/2012
FBR CAPITAL MARKETS & CO. (NEW YORK NY)
NY
10/13/2000 - 04/08/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 12/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/18/2024
Series 3 - National Commodity Futures Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Stephen Keyes-grevelis is the right advisor for you? Invested Better is here to help.
