Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefanie? Claim Your ProfileStefanie Osur is a registered representative with Bofa Securities, Inc. based in Iselin, NJ. Stefanie has been in the industry since 2001 and has a strong track record of success in the financial services industry. Stefanie holds the Series 7, Series 63, Series 79TO and SIE licenses. Stefanie is a highly skilled and experienced professional with a deep understanding of the financial markets. She is dedicated to providing her clients with personalized financial advice and investment solutions that meet their individual needs and goals. Stefanie has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and TD Securities (USA) LLC.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NJ
05/10/2019 - Present
Bofa Securities, Inc. (ISELIN NJ)
NJ
03/02/2016 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ISELIN NJ)
NY
09/28/2001 - 01/28/2016
TD SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 01/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Stefanie Osur is the right advisor for you? Invested Better is here to help.
