Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Weiner is a financial professional with over a decade of experience in the industry. Steven currently works at J.v.b. Financial Group, LLC, based in Menlo Park, CA. Before that, Steven worked at Morgan Stanley & Co. LLC and J.P. Morgan Securities LLC. Steven is licensed in all 50 states and the District of Columbia. Steven holds Series 63, SIE, and Series 79 licenses.
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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CA
11/27/2023 - Present
J.v.b. Financial Group, LLC (Menlo Park CA)
CA
08/03/2021 - 04/24/2023
MORGAN STANLEY & CO. LLC (Menlo Park CA)
CA
08/28/2012 - 08/03/2021
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
BC
Issued 08/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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