Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Birenbaum is a registered representative with Osaic Wealth, Inc. Stephanie has been working in the financial services industry since 2007. Stephanie is registered in Minnesota to provide investment advice. Stephanie is also a registered principal with Osaic Wealth, Inc. Stephanie offers a range of financial planning services to individuals and businesses, including portfolio management, retirement planning, and estate planning.
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
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/24/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
MN
01/14/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
04/17/2014 - 01/15/2015
CRI SECURITIES, LLC (ST PAUL MN)
MN
04/17/2014 - 01/15/2015
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
05/14/2007 - 04/09/2014
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 01/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2018
Series 4 - Registered Options Principal Examination
BC
Issued 03/13/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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