Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Einstein is a registered representative at Finalis Securities LLC and has been in the industry since 2017. Steven has a strong track record of success in the financial services industry, having worked at several reputable firms, including Bentley Securities Corporation and Equiteq Securities LLC. Steven has a solid understanding of the financial markets and is committed to providing his clients with the highest level of service and expertise. Steven is currently registered in Connecticut.
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
NY
04/19/2023 - Present
Finalis Securities LLC (New York NY)
NY
05/08/2020 - 04/19/2023
BENTLEY SECURITIES CORPORATION (NEW YORK NY)
NY
02/05/2018 - 04/07/2020
EQUITEQ SECURITIES LLC (New York NY)
IL
09/24/1998 - 03/08/1999
PRICEWATERHOUSECOOPERS SECURITIES L.L.C. (CHICAGO IL)
BC
Issued 03/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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