Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Peter Kuk is a financial advisor in Cranston, Rhode Island, and has been working in the industry for over 20 years. Steven is currently registered with Citizens Securities, Inc. He is a Series 6, 7, and 63 licensed advisor. He also holds the Series 65 license and the SIE. Steven has experience with high net worth individuals, corporations and other businesses, as well as individuals other than high net worth. Steven has been with Citizens Securities, Inc. for over 6 years. He previously worked for National Financial Services LLC, Fidelity Brokerage Services LLC, and State Street Global Markets, LLC. Steven is also a private goal keeper coach and a soccer coach, which gives him the ability to work with clients and help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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RI
07/07/2016 - Present
Citizens Securities, Inc. (CRANSTON RI)
RI
08/14/2008 - 06/09/2016
CITIZENS SECURITIES, INC. (EAST PROVIDENCE RI)
RI
02/07/2007 - 07/08/2008
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
12/14/2006 - 02/07/2007
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
06/15/2004 - 12/07/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
01/01/2001 - 04/08/2003
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
IA
Issued 10/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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