Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven R. Milewski is a financial advisor with J.P. Morgan Prime Inc. and J.P. Morgan Securities LLC. Steven has been in the financial industry since 1996 and has a wide range of experience in investments. Steven holds a variety of licenses and certifications, including Series 4, 7, 9, 10, 23, 24, 63, 99TO and SIE.
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.
1
2
NY
06/30/2016 - Present
J.p. Morgan Prime Inc. (NEW YORK NY)
NY
09/30/2013 - 10/01/2016
J.P. MORGAN CLEARING CORP. (NEW YORK NY)
NY
03/24/2004 - 12/31/2008
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
MA
05/23/2002 - 08/05/2003
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
NY
01/23/2002 - 05/08/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
03/12/1999 - 05/08/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NJ
08/01/1997 - 03/05/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
02/16/1996 - 07/01/1997
RYAN, BECK & CO. (FLORHAM PARK NJ)
BC
Issued 06/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/13/2005
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 04/03/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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