Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Samori is a financial advisor registered with David Lerner Associates, Inc., an investment firm. Steven has been in the industry for over 3 years and is licensed in 16 states. Steven holds Series 7TO, SIE, and Series 63 licenses and has a background in providing investment advice and securities trading.
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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NY
07/17/2020 - Present
David Lerner Associates, Inc. (WHITE PLAINS NY)
BC
Issued 08/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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