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Stephen P. Apsega

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CRD#: 1111585
SA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen Paul Apsega, who also goes by Steve Paul Apsega, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1984. Stephen had worked at 11 firms and has passed the Series 66, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Paul Apsega

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 25, 2014 - August 20, 2014

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

RIA
CRD#: 109771
BANGOR, ME
Past

July 24, 2014 - August 20, 2014

NEWEDGE SECURITIES, LLC

BD
CRD#: 10674
Bangor, ME
Past

November 8, 2010 - April 10, 2014

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

September 26, 2008 - November 3, 2010

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
ELLSWORTH, ME
Past

May 21, 2008 - September 25, 2008

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
PORTLAND, ME
Past

November 13, 2002 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
CUMBERLAND FORESIDE, ME
Past

November 13, 2002 - May 27, 2008

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
CUMBERLAND FORESIDE, ME
Past

August 18, 2000 - October 24, 2002

BANGOR SECURITIES, INC.

BD
CRD#: 4302
PORTLAND, ME
Past

February 9, 1999 - June 7, 2000

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

July 10, 1997 - September 28, 1998

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

December 18, 1996 - March 5, 1997

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

December 18, 1996 - March 5, 1997

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

February 24, 1994 - August 15, 1996

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

February 24, 1994 - August 15, 1996

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

October 20, 1993 - January 4, 1994

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

September 19, 1986 - May 25, 1993

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

November 14, 1984 - May 25, 1993

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/11/2002
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MA
MID ATLANTIC FINANCIAL MANAGEMENT, INC.
EFIDUCIARY ADVISOR | STRATEGIC WEALTH MANAGEMENT GROUP | MID ATLANTIC FINANCIAL MANAGEMENT, INC. | MID ATLANTIC CAPITAL CORPORATION | LMK ADVISORS | FORESIGHT GLOBAL INVESTORS, INC.

CRD#: 109771 / SEC#: 801-21527

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Contact information


Main Address
1251 Waterfront Place Suite 510, Pittsburgh, PA 15222-4235
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

MID ATLANTIC FINANCIAL MANAGEMENT WRAP FEE PROGRAM BROCHURE (7/30/2021)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MID ATLANTIC FINANCIAL MANAGEMENT, INC.

CRD#: 109771

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