Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Andrew Serati is a financial advisor with Osaic Wealth, Inc., offering investment planning and advisory services to individuals and businesses. Stephen has been in the financial services industry since July 1989. Stephen has an extensive professional background, having worked with multiple firms including Securities America, Inc. and Securities Service Network, LLC. Stephen is licensed to provide investment advice in several states, including Florida, Missouri, Rhode Island, and Texas.
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
06/14/2024 - Present
Osaic Wealth, Inc. (Largo FL)
MO
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (CHESTERFIELD MO)
MO
12/06/2004 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (CHESTERFIELD MO)
MA
03/14/2003 - 12/06/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/14/2003 - 12/06/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
AZ
11/19/1989 - 06/09/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
07/10/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 07/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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