Stephen Anthony Engro
Gründer bei Beacon Retirement Planning Services, Inc.
Profil
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.
Aktive Positionen von Stephen Anthony Engro
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Gründer | 01.01.1995 |
Ehemalige bekannte Positionen von Stephen Anthony Engro
| Unternehmen | Position | Ende |
|---|---|---|
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 |
Ausbildung von Stephen Anthony Engro
| University of Notre Dame | Undergraduate Degree |
| Duke University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
