Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Carter is a financial advisor with Osaic Wealth, Inc. Stephen has been in the financial industry since June 24, 2013, and is registered with the state of Michigan. Stephen has a diverse background in the financial industry, having worked with several firms including Royal Securities Company, Signator Investors, Inc. and American Portfolios Financial Services, Inc.. Stephen offers financial planning and investment advisory services to individual clients, businesses, and institutions.
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
MI
11/02/2018 - Present
Osaic Wealth, Inc. (GRANDVILLE MI)
MI
07/07/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (GRANDVILLE MI)
MI
04/28/2014 - 07/31/2017
ROYAL SECURITIES COMPANY (GRANDVILLE MI)
MI
03/14/2014 - 05/13/2014
FIRST ALLIED SECURITIES, INC. (GRAND RAPIDS MI)
MI
06/25/2013 - 03/14/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
BOTH
Issued 10/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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