Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stegman is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Osaic Wealth, Inc. and is based in Weeki Wachee, FL. Prior to joining Osaic Wealth, Inc., Matthew was registered with Sagepoint Financial, Inc., FSC Securities Corporation, Royal Alliance Associates, Inc., Edward Jones, and Charles Schwab & Co., Inc. Matthew holds a Series 66, Series 63, Series 10, Series 9, Series 24, Series 6TO, SIE, and Series 7 licenses. Matthew specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Matthew is also a President of Floridafin, a S corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (WEEKI WACHEE FL)
FL
09/22/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SPRING HILL FL)
GA
09/22/2011 - 08/04/2014
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
09/22/2011 - 08/04/2014
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
02/20/2009 - 08/30/2011
EDWARD JONES (SAN FRANCISCO CA)
AZ
04/12/2007 - 02/11/2009
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
TX
04/02/1997 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 04/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/07/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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