Unclaimed
Steven Adelkoff is a securities professional with over six years of experience in the financial industry. He is currently registered with Finalis Securities LLC. Steven has held previous roles at INTE Securities LLC and Midtown Partners, where he gained experience in various aspects of the securities business. He holds Series 7, Series 24 and Series 63 licenses and is licensed to sell securities in Pennsylvania. Steven is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NY
03/16/2022 - Present
Finalis Securities LLC (New York NY)
FL
08/16/2019 - 04/19/2022
INTE SECURITIES LLC (BOCA RATON FL)
FL
07/23/2014 - 01/02/2018
MIDTOWN PARTNERS (LAND O LAKES FL)
BC
Issued 08/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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