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Steven Urcia

J.S. Held Strengthens Family Law Practice with Asset Acquisition of Luttrell Wegis

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Steven Urcia
 

Director

 

+1 224 263 7837 (Office)
610 E Baltimore Pike 2nd Floor, Suite 200
Media, PA 19063

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Steve Urcia has more than 40 years of experience in the financial services industry. His prior positions include:

  • Senior Advisor at Capital Forensics, Inc.
  • Compliance officer and managing director for Bear Stearns’ New York branch
  • Senior Registered Options Principal for Bear Stearns
  • Member of the Compliance Committee at Bear Stearns, where he coordinated compliance technology initiatives to upgrade systems for that firm
  • Supervisor of PCS branch trading surveillance of Bear Stearns
  • Options margin Supervisor and Analyst for Walston & Co, CBWL Hayden Stone, Loeb Rhodes, and LEWCO Securities

Mr. Urcia has held Series 4, 5, 7, 12, 14, 15, 24, 53, 63, and 65 securities industry licenses.

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J.S. Held

Headquarters

50 Jericho Quadrangle
Suite 117
Jericho, N.Y. 11753
+1 516 621 2900
[email protected]

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J.S. Held, its affiliates and subsidiaries are not certified public accounting firm(s) and do not provide audit, attest, or any other public accounting services. J.S. Held is not a law firm and does not provide legal advice. Securities offered through PM Securities, LLC, d/b/a Phoenix IB, a part of J.S. Held, member FINRA/ SIPC or Ocean Tomo Investment Group, LLC, a part of J.S. Held, member FINRA/ SIPC. All rights reserved.

Member FINRA | SIPC
J.S. Held

Headquarters

50 Jericho Quadrangle
Suite 117
Jericho, N.Y. 11753
+1 516 621 2900
[email protected]

J.S. Held, its affiliates and subsidiaries are not certified public accounting firm(s) and do not provide audit, attest, or any other public accounting services. J.S. Held is not a law firm and does not provide legal advice. Securities offered through PM Securities, LLC, d/b/a Phoenix IB, a part of J.S. Held, member FINRA/ SIPC or Ocean Tomo Investment Group, LLC, a part of J.S. Held, member FINRA/ SIPC. All rights reserved.

Member FINRA | SIPC
Markets Served

Geographies

Industries

Media Relations

[email protected]

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