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Stephen J. Bucchere

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CRD#: 1313690
SB

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 John Bucchere was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1984. Stephen had worked at 12 firms and has passed the Series 63, Series 7 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 12, 2001 - May 1, 2002

MERRILL LYNCH FINANCIAL SERVICES OF PUERTO RICO, INC.

BD
CRD#: 46922
HATO REY, PR
Past

July 12, 2001 - December 31, 2011

MERRILL LYNCH GOVERNMENT SECURITIES INC.

BD
CRD#: 19693
NEW YORK, NY
Past

July 11, 2000 - April 5, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

January 11, 1999 - July 21, 1999

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

August 26, 1996 - December 31, 1997

YAMAICHI INTERNATIONAL (AMERICA) INC.

BD
CRD#: 909
NEW YORK, NY
Past

April 6, 1996 - August 14, 1996

MUFG SECURITIES AMERICAS INC.

BD
CRD#: 19685
NEW YORK, NY
Past

November 18, 1991 - April 6, 1996

MITSUBISHI SECURITIES (USA), INC.

BD
CRD#: 28012
Past

June 29, 1989 - May 17, 1991

NEW JAPAN SECURITIES INTERNATIONAL INC.

BD
CRD#: 3557
NEW YORK, NY
Past

April 5, 1989 - April 27, 1989

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
Past

December 21, 1988 - September 13, 1991

MONMOUTH INVESTMENTS, INC.

BD
CRD#: 14047
Past

June 27, 1988 - January 5, 1989

VANDERBILT SECURITIES, INC.

BD
CRD#: 14280
Past

November 21, 1984 - December 17, 1987

BROOKS WEINGER ROBBINS & LEEDS INC.

BD
CRD#: 14156

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
Series 63
Date: 3/27/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


ML
MERRILL LYNCH FINANCIAL SERVICES OF PUERTO RICO, INC.
MERRILL LYNCH FINANCIAL SERVICES OF PUERTO RICO, INC.

CRD#: 46922 / SEC#: , 8-51587

BD
Terminated by SEC on 06/30/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
Puerto Rico since 07/01/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MERRILL LYNCH INTERNATIONAL HOLDINGS INC.PARENT COMPANY
BAILEY, KEITH ANTHONYPRESIDENT AND CHIEF EXECUTIVE OFFICER1884448
BRADY, THOMAS MICHAELVICE PRESIDENT
BUCCHERE, STEPHEN JOHNTREASURER / CHIEF FINANCIAL OFFICER1313690
FLANIGAN, MATTHEW JOHN IIIVICE PRESIDENT OPERATIONS2234890
GUASP, CARLOS RAMONVICE PRESIDENT1033864
MILICH, DAVID ALBERTCHIEF OPERATION OFFICER AND VICE PRESIDENT
WOLF, STEPHANIE SSECRETARY

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


MERRILL LYNCH FINANCIAL SERVICES OF PUERTO RICO, INC.

CRD#: 46922

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