Unclaimed
Steven Andrew Iwasyk is a financial professional with over 25 years of experience in the industry. Steven is currently registered with Blackrock Investments, LLC and has previously held positions at UBS Financial Services Inc., J.P. Morgan Securities LLC, and J.P. Morgan Securities Inc. Steven holds several licenses including Series 7, 24, 63, 99TO and SIE. Steven has a strong track record of success in providing financial advice and investment management services to 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.
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.
1
2
NJ
03/11/2024 - Present
Blackrock Investments, LLC (PRINCETON NJ)
NJ
05/25/2021 - 01/09/2024
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
DE
10/01/2008 - 05/19/2021
J.P. MORGAN SECURITIES LLC (NEWARK DE)
DE
05/01/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEWARK DE)
NY
02/18/1998 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 04/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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