Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Mitchell Koury is a financial advisor currently registered with Citigroup Global Markets Inc. Steven Koury has been in the industry since May 1996. Steven Koury is also registered with the following states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Hawaii, Idaho, Illinois, Kansas, Maryland, Nevada, New Jersey, New York, North Carolina, Oregon, Texas, Utah, Washington, and Wisconsin. Prior to Citigroup Global Markets Inc. Steven Koury was registered with WADDELL & REED, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., WACHOVIA CAPITAL MARKETS, LLC, and J.P. MORGAN SECURITIES INC.
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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation advice
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
CA
01/18/2017 - Present
Citigroup Global Markets Inc. (San Carlos CA)
CA
03/26/2015 - 01/20/2017
WADDELL & REED (SAN MATEO CA)
CA
10/01/2012 - 03/20/2015
J.P. MORGAN SECURITIES LLC (REDWOOD CITY CA)
CA
02/25/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (REDWOOD CITY CA)
CA
10/26/2005 - 11/19/2007
WACHOVIA CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
NY
01/11/2001 - 10/28/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/23/1995 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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