Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Schulman is a financial advisor currently registered with J.p. Morgan Securities LLC. Steve has been in the industry since 1999 and has a proven track record of providing comprehensive financial advice to a diverse clientele. Steve specializes in helping individuals, corporations, and institutional investors navigate the complexities of the financial markets. Steve's experience extends beyond his current position at J.p. Morgan Securities LLC, with prior experience at firms such as Chase Investment Services Corp., WM Financial Services, Inc., and American Express Financial Advisors Inc.
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
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (FORT WORTH TX)
TX
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ARLINGTON TX)
IL
08/19/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
06/08/2001 - 08/09/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
11/09/1999 - 05/24/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/09/1999 - 05/24/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1999
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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