Unclaimed
Steven Skillicorn is a financial professional with over two decades of experience in the industry. Steven's career has spanned several prominent firms, including Cantor Fitzgerald & Co., CIBC World Markets Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Barclays Capital Inc. Steven currently serves as a registered representative at HSBC Securities (USA) Inc. Steven holds the Series 7, Series 99, and Series 63 licenses, as well as the SIE exam.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
02/11/2021 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
10/18/2017 - 10/06/2020
CANTOR FITZGERALD & CO. (New York NY)
NY
12/07/2005 - 05/07/2007
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
03/12/2002 - 02/22/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/13/1998 - 05/30/2000
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/30/1995 - 05/18/1998
CITICORP SECURITIES, INC. (NEW YORK NY)
BC
Issued 03/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2017
Series 99 - Operations Professional Examination
BC
Issued 10/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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