Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Tulip is a financial professional with over 25 years of experience in the industry. Steven is currently registered with Tripletree, LLC and Kippsdesanto & Co., and previously held positions at Goldman, Sachs & Co., J.P. Morgan Securities Inc., and Capital ONE Securities, Inc. Steven holds the Series 7, 24, 63, 79TO, 99TO, and SIE licenses. Steven is licensed in California, Louisiana, Minnesota, New York and Virginia.
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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2
MN
03/09/2022 - Present
Tripletree, LLC (Minneapolis MN)
NY
10/01/2007 - 07/20/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
01/03/2001 - 09/27/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
12/23/1994 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 09/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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