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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven John Trinkala is a financial advisor with over 25 years of experience in the industry. Steven has a wide range of experience with various firms including Citigroup Global Markets Inc., UBS Financial Services Inc., and Emmet A Larkin Company, Inc. Steven is currently registered with Morgan Stanley in Pennsylvania and Texas and is a licensed Series 7, Series 10, Series 63, and Series 65. Steven offers a range of advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Steven is dedicated to helping clients 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
02/12/2014 - Present
Morgan Stanley (Pittsburgh PA)
PA
09/12/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
PA
10/16/1998 - 09/29/2008
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
CA
03/19/1997 - 09/24/1998
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
NY
12/07/1995 - 04/08/1997
VTR CAPITAL, INC. (NEW YORK NY)
NY
11/28/1995 - 12/06/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 11/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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