Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Bolger is a securities professional with over 20 years of experience in the financial services industry. Steven is currently registered with Pershing LLC in Lake Mary, Florida. Steven has a broad range of experience, including holding principal licenses. Steven is dedicated to providing clients with personalized financial advice and guidance.
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
FL
04/14/2014 - Present
Pershing LLC (LAKE MARY FL)
FL
07/09/2012 - 04/15/2014
DELANEY EQUITY GROUP LLC (MAITLAND FL)
FL
10/05/2011 - 08/02/2012
ASCENDIANT CAPITAL MARKETS, LLC (MAITLAND FL)
FL
09/24/2010 - 10/03/2011
VFINANCE INVESTMENTS, INC (LONGWOOD FL)
FL
08/20/2008 - 07/08/2010
JESUP & LAMONT SECURITIES CORP (LONGWOOD FL)
FL
12/09/2004 - 12/23/2008
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
TX
08/21/1998 - 07/16/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 08/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2016
Series 4 - Registered Options Principal Examination
BC
Issued 08/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 11/25/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/08/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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