Stephen Marek (CRD# 2458841) is an Investment Advisor Representative working at Joseph Gunnar & Company, LLC in Uniondale, NY and has over 29 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Joseph Gunnar & Company LLC | New York, NY | Jun 2016 - Current | 7 |
| Joseph Gunnar & Co, LLC | New York, NY | Jan 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- NJ
- NY
- PA
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Total Assets Under Management31MILLIONS
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Total Number of Accounts78ACCOUNTS
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Average Account Value$397,668
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, DC, LA, MD, NJ, NY, PA, TX, VA
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