Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Colavito is an active financial advisor with over 40 years of experience in the industry. Stephen currently works at Osaic Wealth, Inc. Stephen is a registered representative and an investment advisor in multiple states and holds Series 63, 65, 7, 6, SIE and 26 licenses. Stephen has worked with clients from a variety of backgrounds, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. He has a strong understanding of a variety of financial products, including investments, insurance, and retirement planning. He has extensive experience working with a broad range of client types including individuals, businesses, and institutions. Stephen is committed to providing his clients with personalized financial advice and guidance.
LUDOWICI, GA
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
GA
08/07/2023 - Present
Osaic Wealth, Inc. (LUDOWICI GA)
GA
08/31/2007 - 08/01/2023
INTERVEST INTERNATIONAL EQUITIES CORPORATION (Ludowici GA)
NA
04/24/2006 - 08/31/2007
INTEGRATED FINANCIAL PLANNING SERVICES (MACKENBACH )
MA
12/13/1995 - 04/28/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/14/1990 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
12/19/1989 - 12/04/1995
FINANCIAL PLANNING SERVICES - INTERNATIONAL, INC. (NEW YORK NY)
NA
03/20/1987 - 08/28/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/21/1986 - 05/02/1987
FINANCIAL PLANNING SERVICES - INTERNATIONAL, INC.
NA
10/03/1985 - 11/24/1986
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
08/02/1985 - 09/19/1985
TITAN CAPITAL CORPORATION
NA
09/23/1983 - 07/29/1985
MONY SECURITIES CORP.
NA
03/22/1983 - 05/09/1983
BLC EQUITY SERVICES CORPORATION
NA
11/30/1981 - 03/10/1983
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/21/1978 - 09/11/1981
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
03/17/1977 - 06/08/1978
BLC EQUITY SERVICES CORPORATION
NA
10/03/1974 - 01/20/1977
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
10/03/1974 - 01/20/1977
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IA
Issued 9/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/14/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/21/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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