Unclaimed
Steven Ircha is a financial advisor who has been working in the industry since 1986. Steven is currently registered with Aegis Capital Corp. and has previous experience at GUNNALLEN FINANCIAL, INC and MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. Steven is registered in 42 states and the District of Columbia. Steven provides financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
06/20/2021 - Present
Aegis Capital Corp. (BRONXVILLE NY)
NY
11/20/2008 - 03/30/2010
GUNNALLEN FINANCIAL, INC (BRONXVILLE NY)
NY
07/23/1986 - 12/31/2008
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 05/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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