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 Weitz is a registered representative with Purshe Kaplan Sterling Investments located in Albany, NY. Steven has been in the financial services industry for over 26 years. He has a Series 7, Series 31, and Series 63 license. Steven is registered in 10 states. He is also registered with FINRA.
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
NY
02/21/2014 - Present
Purshe Kaplan Sterling Investments (ALBANY NY)
FL
05/02/2012 - 04/15/2014
FUSION ANALYTICS SECURITIES LLC (CORAL SPRINGS FL)
FL
11/22/2013 - 02/04/2014
NATIONAL SECURITIES CORPORATION (CORAL SPRINGS FL)
FL
06/03/2009 - 11/22/2013
PRIME CAPITAL SERVICES, INC. (CORAL SPRINGS FL)
FL
06/04/1996 - 06/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL SPRINGS FL)
IA
Issued 07/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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