Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Birchard is a financial professional with over 30 years of experience in the securities industry. Steven is currently registered with BNY Mellon Securities Corp. and has been active in the financial services industry since August 2, 1990. Steven previously held positions with Citigroup Global Markets Inc., CitiCorp Investment Services, AllianceBernstein Investment Research and Management, Inc., and First Empire Securities, Inc. Steven holds multiple FINRA registrations, including Series 6, Series 7, Series 24, and Series 63. Steven has a strong background in portfolio management for both businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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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2
NY
02/15/2008 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
NY
05/29/2007 - 01/17/2008
CITIGROUP GLOBAL MARKETS INC. (GREAT NECK NY)
NY
10/17/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (GREAT NECK NY)
TN
08/17/1992 - 01/05/2006
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
NY
06/03/1986 - 04/24/1989
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
BC
Issued 06/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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