Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Taliercio has been in the securities industry since August 11, 1996. Stephen is currently registered with Roosevelt & Cross, Inc. Stephen has held previous registrations with CITIGROUP GLOBAL MARKETS INC. Stephen is registered as a Broker and an Investment Advisor in 52 states. Stephen is a Series 7, Series 63, SIE and Series 53 licensed professional.
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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NY
02/03/2009 - Present
Roosevelt & Cross, Inc. (NEW YORK NY)
NY
08/12/1996 - 02/12/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 10/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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