Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kilpatrick is a financial advisor with Osaic Wealth, Inc. Stephen has been working in the financial services industry since December 1993. Prior to joining Osaic Wealth, Inc. he was a Registered Principal with Securities America, Inc. Stephen is a Certified Financial Planner (CFP) and holds the following licenses and certifications: Series 3, 7, 9, 10, 31, 63 and 65. Stephen is also a licensed insurance agent. Stephen has a broad range of experience in providing financial planning and investment management services to individuals, families, businesses and charitable organizations. Stephen is committed to providing his clients with personalized service and helping them reach their financial goals.
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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GA
06/14/2024 - Present
Osaic Wealth, Inc. (Alpharetta GA)
GA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Alpharetta GA)
GA
06/01/2012 - 07/17/2020
INVESTACORP, INC. (Alpharetta GA)
GA
07/25/2011 - 06/01/2012
BROKERSXPRESS LLC (ATLANTA GA)
GA
04/05/2011 - 07/20/2011
NATIONAL PLANNING CORPORATION (ATLANTA GA)
GA
04/17/2009 - 03/22/2011
SIGMA FINANCIAL CORPORATION (ATLANTA GA)
GA
02/28/2002 - 04/20/2009
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ATLANTA GA)
WI
06/19/1998 - 03/06/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
12/14/1993 - 06/26/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/31/1993
Series 3 - National Commodity Futures Examination
BC
Issued 12/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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