Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gregory Houlihan is a financial advisor with The Bank Street Group LLC, a firm that is registered with FINRA. Steven has been in the financial industry since 2015 and has a Series 63, SIE and Series 79 license. Steven has previous experience with SOLOMON PARTNERS SECURITIES, LLC and The Bank Street Group L.L.C. Steven is registered with the state of Connecticut, Florida and New York.
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.
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2
CT
05/31/2022 - Present
THE Bank Street Group LLC (STAMFORD CT)
FL
03/10/2020 - 05/02/2022
SOLOMON PARTNERS SECURITIES, LLC (Ft Lauderdale FL)
CT
07/02/2015 - 02/24/2020
THE BANK STREET GROUP L.L.C. (STAMFORD CT)
BC
Issued 09/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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