Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan Togher is a financial advisor with Osaic Wealth, Inc. Stephan has been working in the financial industry since 2011 and holds both Series 7 and Series 63 licenses. Stephan has a background in providing financial planning, portfolio management, and pension consulting services. Stephan has experience working with high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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
AZ
07/12/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
IN
02/06/2015 - 04/20/2016
UNIFIED FINANCIAL SECURITIES, LLC (INDIANAPOLIS IN)
MD
08/21/2006 - 09/11/2009
FORTIGENT SECURITIES COMPANY, LLC. (ROCKVILLE MD)
NY
04/14/2004 - 03/02/2006
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
03/23/2001 - 04/06/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
09/30/1998 - 03/23/2001
ING BARINGS LLC (NEW YORK NY)
BC
Issued 03/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/09/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/20/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/30/2011
Series 3 - National Commodity Futures Examination
BC
Issued 06/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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