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Steven E. Stern

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CRD#: 435657
SS

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 Emanuel Stern was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1968. Steven had worked at 7 firms and has passed the SIE, PC, Series 1 and Series 24 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

August 29, 2011 - January 29, 2016

BURNHAM SECURITIES INC.

BD
CRD#: 22549
NEW YORK, NY
Past

October 17, 1991 - December 17, 2010

BRAVER STERN SECURITIES LLC

BD
CRD#: 29108
NEW YORK, NY
Past

May 30, 1974 - October 29, 1991

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
NEW YORK, NY
Past

December 1, 1971 - July 7, 1974

COLIN HACHSTIN & CO

BD
CRD#: 1000004
Past

November 10, 1971 - January 9, 1972

WEIS SECURITIES, INC.

BD
CRD#: 880
Past

December 10, 1968 - June 14, 1973

BROOKDALE SECURITIES CORPORATI ON

BD
CRD#: 746
Past

July 10, 1968 - May 6, 1971

DRACHMAN AND COMPANY

BD
CRD#: 1000001

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: 1/29/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
PC
Date: 7/26/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 7/8/1968
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


BS
BURNHAM SECURITIES INC.
ABNER ASSET MANAGEMENT INC. | BURNHAM SECURITIES INC. | BURNHAM SECURITIES INC

CRD#: 22549 / SEC#: 801-65646, 8-39788

BD
Terminated by SEC on 07/09/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 11/18/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/20/2015)

Direct owners and executive officers


NamePositionCRD#
BURNHAM FINANCIAL GROUPHOLDING COMPANY
BURNHAM, JON MICHAELCHAIRMAN, CHIEF EXECUTIVE OFFICER, DIRECTOR36159
SHEEHAN, WILLIAM NOLANFINOP730184
SHEEHAN, WILLIAM NOLANROSFP, FINOP, CHIEF COMPLIANCE OFFICER, COO730184

Disclosures


Regulatory Event6

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


BURNHAM SECURITIES INC.

CRD#: 22549

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