Unclaimed
Steven Dean Mennecke is a financial advisor with Casey Securities LLC in GREENBRAE, CA. Steven has been in the securities industry for 9 years and has a Series 7, Series 57 and SIE. Prior to joining Casey Securities LLC, Steven worked at RFA Securities LLC, X-Change Financial Access, LLC, Trinity Executions, LLC, Avatar Securities, LLC and Timber Hill 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
CA
07/12/2024 - Present
Casey Securities LLC (GREENBRAE CA)
PA
12/20/2022 - 07/29/2024
RFA SECURITIES LLC (PHILADELPHIA PA)
IL
04/01/2020 - 11/07/2022
X-CHANGE FINANCIAL ACCESS, LLC (CHICAGO IL)
IL
03/25/2019 - 04/01/2020
TRINITY EXECUTIONS, LLC (CHICAGO IL)
NY
06/13/2016 - 07/18/2016
AVATAR SECURITIES, LLC (NEW YORK NY)
CT
03/18/2011 - 06/09/2015
TIMBER HILL LLC (GREENWICH CT)
BC
Issued 03/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2019
Series 57TO - Securities Trader Exam
BC
Issued 07/18/2016
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
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