Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Minar is a financial advisor who has been working in the industry since October 2007. Stephen is currently registered with Blackrock Investments, LLC and is licensed in 53 states. Stephen has a background in research and has passed the Series 7, 86, 87, and SIE exams. Stephen has previously worked at Morgan Stanley & Co. LLC and Morgan Stanley.
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
05/21/2015 - Present
Blackrock Investments, LLC (NEW YORK NY)
NY
09/04/2013 - 06/04/2015
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
09/13/2010 - 09/09/2013
MORGAN STANLEY (NEW YORK NY)
NY
10/03/2007 - 09/15/2010
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
BC
Issued 12/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2009
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/01/2009
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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