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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Pitts is a financial advisor with Osaic Wealth, Inc. Stephen has been in the industry since 1978 and has been with Osaic Wealth, Inc. since 2018. Stephen's previous experience includes Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Stephen has a Series 6, Series 1, and SIE. Stephen is registered in 13 states, including Arizona, Connecticut, Florida, Georgia, Michigan, Montana, New Jersey, North Carolina, Oregon, Pennsylvania, Rhode Island, and Virginia. Stephen holds the designation of Certified Financial Planner.
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
VA
11/02/2018 - Present
Osaic Wealth, Inc. (HENRICO VA)
VA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (HENRICO VA)
VA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NORTH CHESTERFIELD VA)
VA
05/08/1995 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (RICHMOND VA)
MA
01/06/1986 - 05/18/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NA
04/21/1978 - 08/27/1982
THE O.N. EQUITY SALES COMPANY
BC
Issued 01/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/11/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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