Unclaimed
Steven Milstein is a financial advisor with PNC Capital Markets LLC, a firm based in New York, New York. Steven is a registered representative and is licensed to conduct securities business in the state of New York and Virginia. Steven has been in the securities industry since October 5, 2009. Steven also holds licenses to conduct business with Ally Securities LLC.
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
NY
06/05/2018 - Present
PNC Capital Markets LLC (NEW YORK NY)
MD
12/11/2002 - 08/09/2011
ALLY SECURITIES LLC (CHEVY CHASE MD)
BC
Issued 05/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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