Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Atkinson is a registered representative with Northwestern Mutual Investment Services, LLC. Stephen is a registered investment advisor in New Jersey, New York, and Virginia. Stephen has been in the industry since 2009. Stephen has a Series 66, Series 7 and a SIE. Before joining Northwestern Mutual Investment Services, LLC Stephen worked with SIDOTI & COMPANY, LLC and Morgan Stanley Smith Barney.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
07/16/2015 - Present
Northwestern Mutual Investment Services, LLC (NEW YORK NY)
NY
01/30/2012 - 02/14/2014
SIDOTI & COMPANY, LLC (NEW YORK NY)
NY
05/04/2011 - 12/12/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
FL
06/01/2009 - 11/23/2009
MORGAN STANLEY SMITH BARNEY (BOCA RATON FL)
FL
05/21/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
BOTH
Issued 07/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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