Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Craig Serinsky is a financial advisor in Stuart, Florida. Steven has been working in the financial industry since May 4, 1996 and is currently registered with J. W. Cole Advisors, Inc. Steven has held previous positions with Edward Jones, FNB Brokerage Services, Inc., PNC Brokerage Corp, PCM Securities Limited, L.P., CITICORP INVESTMENT SERVICES, PRUDENTIAL SECURITIES INCORPORATED, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PAINEWEBBER INCORPORATED, and F.D. ROBERTS SECURITIES, INC. Steven's professional certifications include the Series 63, Series 66, Series 7, and SIE exams. Steven offers a range of financial services to individuals, businesses, and charitable organizations. These include portfolio management, financial planning, hourly & fixed rate consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consulting
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/20/2014 - Present
J. W. Cole Advisors, Inc. (STUART FL)
FL
01/01/2005 - 11/11/2014
EDWARD JONES (STUART FL)
FL
09/10/1999 - 09/13/2002
FNB BROKERAGE SERVICES, INC. (STUART FL)
PA
05/26/1998 - 06/23/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
FL
05/19/1997 - 12/31/1997
PCM SECURITIES LIMITED, L.P. (GREEN ACRES FL)
NY
09/02/1994 - 05/18/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
08/16/1991 - 10/05/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/20/1989 - 08/23/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/18/1989 - 03/23/1989
PAINEWEBBER INCORPORATED
NA
03/02/1988 - 09/27/1988
F.D. ROBERTS SECURITIES, INC.
BOTH
Issued 03/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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