Unclaimed
Steven Miller is a financial professional with over 19 years of experience in the industry. Steven is currently registered with Blue Owl Securities and has a Series 7, Series 24, Series 63 and SIE licenses. Previously Steven worked at Goldman Sachs & Co. LLC, Sandalwood Securities, Inc., and DEAM Investor Services, 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.
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
NJ
01/25/2021 - Present
Blue OWL Securities (Short Hills NJ)
NY
08/11/2009 - 02/02/2021
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NJ
06/02/2008 - 07/28/2009
SANDALWOOD SECURITIES, INC. (ROSELAND NJ)
NY
05/05/2003 - 05/23/2008
DEAM INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 08/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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