Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Song is a financial professional with over 20 years of experience in the industry. Steve is currently registered with Bernstein Institutional Services LLC and is a Series 7, Series 24, Series 63, Series 86 and Series 87 licensed professional. Steve has previously worked for other well-known financial institutions including Sanford C. Bernstein & Co., LLC, Goldman Sachs & Co. LLC, Macquarie Capital (USA) Inc., Banc of America Securities LLC and Bear, Stearns & Co. Inc. Steve has a wide range of experience and is able to provide financial advice and services to a variety of clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
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NY
03/29/2024 - Present
Bernstein Institutional Services LLC (NEW YORK NY)
NY
07/15/2020 - 03/29/2024
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
08/16/2010 - 08/04/2020
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
03/31/2008 - 06/09/2010
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
08/11/2005 - 03/03/2008
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
06/07/2005 - 08/09/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
02/14/2001 - 05/19/2005
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 01/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/12/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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