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Huntington, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Good Harvest Financial Group, Inc. | Huntington | NY | 02/1992 | Present |
| Stein Financial Services | Huntington | NY | 01/1985 | Present |
Stein Financial Services; not investment related; 164 Flower Hill Rd, Huntington, NY 11743; Ronald Stein is a licensed life insurance agent in NY State, conducting business under Ronald Stein and Stein Financial Services (dba); Position: Insurance Agent, proprietor; Start Duties: insurance needs analysis for clients, obtain coverage plans/quotes suitable to the clientsâ?? needs, and provide servicing. The firm does not actively solicit insurance business. <5% of time is spent on this business â?" 2-3 hours/week â?" mostly on account servicing, including servicing of clients of his deceased father, Jack Stein, who established Stein Financial Services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-03-25 |
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