Unclaimed
Steven Zelin is a registered representative and financial advisor with PJT Partners LP, a firm that provides investment banking and advisory services. Steven has been in the industry since 2002, and has a wide range of experience. He is registered in multiple states, including California, Georgia, Massachusetts, and New York. His current license series include Series 7, Series 24, Series 63, Series 79 and SIE.
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
08/28/2015 - Present
PJT Partners LP (NEW YORK NY)
NY
07/22/2002 - 10/01/2015
BLACKSTONE ADVISORY PARTNERS L.P. (NEW YORK NY)
BC
Issued 03/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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