Unclaimed
Steven Davis Velez is an active advisor at btig, llc in RED BANK, NJ. Steven has been in the industry for over 20 years and has a wide range of experience, including a previous role with GOLDMAN SACHS EXECUTION & CLEARING, L.P. in JERSEY CITY, NJ. Steven holds Series 7, 63 and SIE licenses as well as the Series 99TO license. Steven is registered to sell securities in California, Illinois, Massachusetts, New Jersey, New York and Texas.
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
03/23/2009 - Present
Btig, LLC (RED BANK NJ)
NJ
03/05/2003 - 04/07/2009
GOLDMAN SACHS EXECUTION & CLEARING, L.P. (JERSEY CITY NJ)
BC
Issued 04/25/2003
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 03/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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