Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Breske is a financial advisor in Orlando, FL with over 20 years of experience in the industry. Stephanie is currently registered with Osaic Wealth, Inc. Osaic Wealth, Inc. is a financial advisor firm with offices in Scottsdale, AZ and several other locations throughout the US. They manage over $94 billion in assets for clients across various categories, including individuals, high net worth individuals, charitable organizations, corporations, pension plans and other investment advisers. Prior to working with Osaic Wealth, Inc., Stephanie was affiliated with Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Stephanie holds the Series 6 and SIE licenses and has a background in financial planning. She is known for her commitment to providing her clients with personalized service and sound financial advice.
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.
1
2
FL
11/02/2018 - Present
Osaic Wealth, Inc. (ORLANDO FL)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ORLANDO FL)
FL
12/22/2000 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ORLANDO FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephanie Breske is the right advisor for you? Invested Better is here to help.
