Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Platt

Susquehanna Financial Group, Lllp

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Platt

Steven Platt is a financial professional registered with Susquehanna Financial Group, Lllp. Steven has been in the industry since April 23, 2017. Steven holds the Series 57 and SIE licenses. Previously, Steven was employed by G1 Execution Services, LLC. Steven is located in Bala Cynwyd, PA.

Firm Information

Steven Platt is currently registered with Susquehanna Financial Group, Lllp. Susquehanna Financial Group, Lllp is a firm registered in all 50 states and the District of Columbia, as well as with the SEC. It was formed on July 25, 2002, and is classified as an "Other Types of Legal Formation".

Not reported

Assets Under Management

Not reported

Total Clients

128

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Platt’s Registration & Firm History

PA

04/24/2017 - Present

Susquehanna Financial Group, Lllp (BALA CYNWYD PA)

PA

04/24/2017 - 08/05/2021

G1 EXECUTION SERVICES, LLC (bala cynwyd PA)

Not sure if Steven Platt is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2017

Series 57 - Securities Trader Exam

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Steven Platt.
Not sure if Steven Platt is right for you?