Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Marc Muehlgay is a financial professional with over 25 years of experience in the industry. Steven is currently registered as a Registered Representative with A.g.p. / Alliance Global Partners in New York, New York. Prior to this, Steven has held positions at firms like MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., MORGAN STANLEY DW INC., and PRUDENTIAL SECURITIES INCORPORATED. Steven holds Series 7, 31, and 63 licenses along with the Series 65 license. Steven also holds the SIE certification. Steven Marc Muehlgay is a licensed investment advisor and holds a series of licenses for securities transactions, making Steven Marc Muehlgay a well-rounded advisor to individuals 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.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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2
NY
12/01/2023 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
06/01/2009 - 12/11/2023
MORGAN STANLEY (New York NY)
NY
04/05/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/30/1999 - 04/04/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/21/1998 - 04/15/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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