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Stephen Bannon

Stephen Bannon

Financial Solutions Advisor

Followers of Stephen Bannon2000 followers
location of Stephen BannonNew York, New York, United States

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  • Timeline

  • About me

    Executive Director, Assistant Market Head

  • Education

    • University of Central Florida

      2004 - 2008
      Bachelor of Science (B.S.) Business Management

  • Experience

    • Merrill Lynch

      Apr 2011 - Dec 2013
      Financial Solutions Advisor

    • Macallan Associates

      Dec 2013 - Jun 2014
      Partnership Vice President

    • UBS

      Jun 2014 - Oct 2019

      • Team Integration Specialist

        Feb 2018 - Oct 2019

      • Next Generation Advisor Lead Trainer

        Mar 2016 - Oct 2019

      • Financial Advisor

        Jun 2014 - Mar 2016

    • Merrill Lynch

      Oct 2019 - Mar 2022
      FADP Performance Sales Manager

    • UBS

      Mar 2022 - now
      Assistant Market Head

  • Licenses & Certifications

    • **Registered States** AL, DC, FL, HI, IN, MA, MD, ME, MI, MT, NH, NJ, NY, OK, OR, PA, UT, VT

      FINRA

    • Accredited Wealth Management Advisor (AWMA)

      College for Financial Planning

    • Chartered Retirement Plan Consultant (CRPC)

      College for Financial Planning

    • Series 9

      FINRA

    • Series 10

      FINRA

    • Series 66 (Investment Adviser)

      FINRA

    • Series 7 (General Securities Rep)

      FINRA