Unclaimed
Stephen Robert Trusko is a financial professional with over 20 years of experience in the industry. Stephen is currently registered with TP Icap Global Markets Americas LLC as a General Securities Representative. Previously, Stephen was registered with AXA Advisors, LLC and FISERV SECURITIES, INC. Stephen has passed the Series 7, Series 63, Series 66, SIE, and Series 99TO exams. Stephen is registered in New Jersey and New York.
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.
1
2
NJ
10/29/2007 - Present
TP Icap Global Markets Americas LLC (EDISON NJ)
PA
06/07/2005 - 10/24/2007
AXA ADVISORS, LLC (BALA CYNWYD PA)
PA
04/14/2003 - 04/05/2005
FISERV SECURITIES, INC. (PHILADELPHIA PA)
BOTH
Issued 05/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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