Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan Claus Oster is an active Investment Advisor Representative (IAR) and Registered Representative (RR) with Osaic Wealth, Inc. based in Alpharetta, GA. Stephan has over 30 years of experience in the financial services industry. Stephan holds Series 6, 7, 24, 63, and 65 securities licenses. Stephan is a Chartered Financial Consultant and offers a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Stephan is registered with the following states: Alabama, Arizona, Florida, Georgia, Idaho, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (LINCOLN NE)
GA
12/01/2003 - 06/14/2024
SECURITIES AMERICA, INC. (ALPHARETTA GA)
MA
08/05/1991 - 12/02/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 04/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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