Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Stilwell is an Investment Advisor Representative associated with Osaic Wealth, Inc. in Roanoke, VA. Stephen has been in the financial services industry since May 1983. Stephen is licensed to conduct securities business in Florida, Georgia, Massachusetts, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and Virginia. Stephen is also registered as an Investment Advisor Representative in Massachusetts and Virginia. Stephen specializes in working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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
VA
11/02/2018 - Present
Osaic Wealth, Inc. (ROANOKE VA)
VA
02/03/2006 - 11/02/2018
SIGNATOR INVESTORS, INC. (ROANOKE VA)
VT
05/13/1983 - 01/26/2006
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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