Steven W. Carlson
Professional summary
Steven Wilson Carlson, who also goes by S Wilson Carlson, Steven W Carlson, Will Carlson, is a registered financial professional currently at MARCO POLO SECURITIES LLC located in New York, New York.
Steven is registered as a RR (Registered Representative) and started their career in finance in 2018. Steven has worked at 1 firm and has passed the Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Steven Wilson Carlson's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 28, 2025 - Present
MARCO POLO SECURITIES LLC
Office #1: 1230 Avenue Of Am 16th Floor, New York, NY 10020November 17, 2021 - October 24, 2022
MARCO POLO SECURITIES LLC
May 24, 2018 - October 1, 2019
MARCO POLO SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationFINRA
Current Firm
MARCO POLO SECURITIES LLC
CRD#: 46561 / SEC#: , 8-51480
Contact information
FINRA licenses (36 States and Territories)
Red Flags
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