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 Wilson is a Registered Representative and Investment Advisor Representative with Park Avenue Securities LLC. Steven has been in the industry since 2001 and is licensed in several states including California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas, and Virginia. Steven also holds several industry certifications including the Series 3, 4, 7, 9, 24, 55, and 66 exams. Steven has a Bachelor's degree from Fordham University.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
12/13/2017 - Present
Park Avenue Securities LLC (RYE BROOK NY)
NY
01/29/2001 - 06/08/2004
CALYON SECURITIES (USA) INC (NEW YORK NY)
NY
10/20/1997 - 04/15/1999
SANTANDER INVESTMENT SECURITIES INC. (NEW YORK NY)
NY
03/16/1994 - 04/23/1997
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
01/12/1994 - 01/12/1994
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
BOTH
Issued 11/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2003
Series 4 - Registered Options Principal Examination
BC
Issued 03/24/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2002
Series 3 - National Commodity Futures Examination
BC
Issued 03/23/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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