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Steven J. Metz

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CRD#: 1329790
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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.

Steven Jay Metz was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1990. Steven had worked at 5 firms and has passed the SIE, Series 23, Series 8 and Series 14 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

June 4, 2014 - April 13, 2017

CORPBANCA SECURITIES INC.

BD
CRD#: 168420
NEW YORK, NY
Past

November 18, 2011 - December 7, 2012

CELFIN CAPITAL SECURITIES, LLC

BD
CRD#: 156173
SANTIAGO,
Past

October 2, 2006 - July 15, 2009

MF GLOBAL INC.

BD
CRD#: 6731
NEW YORK, NY
Past

December 19, 2003 - May 9, 2006

JEFFERIES BACHE SECURITIES, LLC

BD
CRD#: 127733
NEW YORK, NY
Past

June 12, 1990 - October 11, 1992

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

June 12, 1990 - January 1, 2004

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
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


General Industry/Product Exam
RR
SIE
Date: 4/13/2017
Securities Industry Essentials Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/10/1990
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
RR
Series 14
Date: 4/25/1990
Compliance Officer Examination

Current Firm


CS
CORPBANCA SECURITIES INC.
CORPBANCA SECURITIES INC.

CRD#: 168420 / SEC#: , 8-69308

BD
Cancelled by SEC on 09/28/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/13/2013
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ITAU CORPBANCAPARENT-OWNER
HEGEMAN, FRANK MAXCHIEF EXECUTIVE OFFICER2329994
METZ, STEVEN JAYCCO1329790
PORTNOFF, DAVID ROSSFINOP, CFO2977967

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


CORPBANCA SECURITIES INC.

CRD#: 168420

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