Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jacques Bayardelle is a financial advisor with Raymond James & Associates, Inc. Steven has been in the industry since August 1998 and has held various roles at prominent financial institutions like Deutsche Bank Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley & Co. LLC. Steven is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and holds Series 3, 7, 24, 55, 57TO, and 63 securities licenses. He is also registered as an investment advisor representative in New Jersey and New York. Steven specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/14/2021 - Present
Raymond James & Associates, Inc. (New Hyde Park NY)
NY
10/04/2016 - 07/10/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
07/16/2012 - 06/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/23/2008 - 07/19/2012
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
03/18/2004 - 07/24/2008
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
03/02/1998 - 03/12/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
11/19/1997 - 03/02/1998
NATWEST SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 02/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 07/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/14/1998
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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