Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Luber is a financial advisor with over 23 years of experience in the industry. Steve is currently registered with J.P. Morgan Securities LLC and has been with the firm since October 2008. Steve is a Series 7, Series 63, Series 65, SIE, and Series 57TO licensed professional, and has held previous positions with firms such as J.P. Morgan Securities Inc., Leerink Swann & Company, Fahnestock & Co. Inc., Fulcrum Global Partners LLC, Banc of America Securities LLC, and Prudential Securities Incorporated. Steve is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
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
10/01/2008 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
08/25/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
MA
06/23/2003 - 07/26/2004
LEERINK SWANN & COMPANY (BOSTON MA)
NY
04/25/2003 - 06/17/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
02/13/2003 - 04/15/2003
FULCRUM GLOBAL PARTNERS LLC (NEW YORK NY)
NY
06/27/2000 - 11/11/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
01/27/1999 - 03/14/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1999
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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