Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Castanza is a financial advisor with over 30 years of experience in the industry. Stephen is currently registered with Osaic Wealth, Inc., a firm with a broad range of services and a strong focus on individual and business financial planning. Stephen's professional background includes experience with Securities America, Inc., Prime Capital Services, Inc., and Royal Alliance Associates, Inc., and a variety of financial services firms. Stephen is dedicated to providing customized financial advice and solutions to help clients 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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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (HUNTINGTON NY)
NY
11/28/2000 - 06/14/2024
SECURITIES AMERICA, INC. (HUNTINGTON NY)
NY
01/14/1999 - 12/15/2000
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
07/19/1994 - 01/19/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
02/16/1994 - 06/10/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 01/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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