John Stein (CRD# 4436472) is an Investment Advisor Representative working at Dba Stein Investment Services in Cortlandt Manor, NY and has 1 year of experience in the finance industry.
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6865326
Citigroup Global Markets Inc.
CRD# 2809814
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stein Investment Services | Cortlandt Manor, NY | Oct 1983 - Current | 40 |
- CA
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$324,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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