Stephen Anthony Engro
Oprichter bij Beacon Retirement Planning Services, Inc.
Profiel
Mr. Stephen A.
Engro is a President & Chief Compliance Officer at Beacon Retirement Planning Services, Inc. He founded Beacon Financial Group in 1995.
He is primarily responsible for overseeing and managing compliance within an organization, ensuring that the company and its employees are complying with regulatory requirements and with internal policies and procedures.
He began his career in the investment industry in 1986.
His extensive academic education has prepared him well for the technical side of investing.
He holds an MBA from Duke University and a BA in economics from Notre Dame.
He is a Registered Representative through Kestra Investment Services, LLC and an Investment Advisor Representative with both Kestra Advisory Services, LLC and Beacon Financial Group.
Actieve functies van Stephen Anthony Engro
| Bedrijven | Functie | Begin |
|---|---|---|
Beacon Retirement Planning Services, Inc.
 Beacon Retirement Planning Services, Inc. Investment ManagersFinance Beacon Retirement Planning Services, Inc. (Beacon) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1995 and do-business-as Beacon Financial Group. They are a subsidiary of Kestra Financial LLC, ultimately held by Kestra Financial Holdings LP. Beacon provides investment advisory services to individuals, trusts, estates, foundations and endowments, as well as corporations or other business organizations. | Oprichter | 01-01-1995 |
Eerdere bekende functies van Stephen Anthony Engro
| Bedrijven | Functie | Einde |
|---|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 31-12-1999 |
Opleiding van Stephen Anthony Engro
| University of Notre Dame | Undergraduate Degree |
| Duke University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Beacon Retirement Planning Services, Inc.
Beacon Retirement Planning Services, Inc. Investment ManagersFinance Beacon Retirement Planning Services, Inc. (Beacon) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1995 and do-business-as Beacon Financial Group. They are a subsidiary of Kestra Financial LLC, ultimately held by Kestra Financial Holdings LP. Beacon provides investment advisory services to individuals, trusts, estates, foundations and endowments, as well as corporations or other business organizations. | Finance |
