Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Condos is an investment advisor representative with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Steve has over 33 years of experience in the financial services industry. Steve has been registered with FINRA since 1990 and holds the Series 31, Series 63, Series 65, Series 66 and Series 7 securities licenses. Steve specializes in providing financial planning, pension consulting and portfolio management services to high-net-worth individuals, corporations and other businesses. Steve is also licensed to provide investment advisory services in New York and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/27/2023 - Present
J.p. Morgan Securities LLC (New York NY)
NY
05/22/2020 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
06/01/2009 - 05/27/2020
MORGAN STANLEY (NEW YORK NY)
NY
03/04/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/03/2003 - 03/14/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
10/23/1998 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
12/16/1997 - 10/27/1998
M. J. WHITMAN, INC. (NEW YORK NY)
NJ
02/15/1994 - 12/18/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/21/1990 - 03/08/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 10/29/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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