Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Whiteman is a financial advisor currently registered with Osaic Wealth, Inc. based in Scottsdale, AZ. Stephen has been working in the financial industry since 2017. Stephen's previous experience includes time at TRIAD ADVISORS LLC in Atlanta, GA, SECURITIES AMERICA, INC. in Omaha, NE and WOODBURY FINANCIAL SERVICES, INC. in Oakdale, MN. Stephen holds Series 66, Series 24, SIE and Series 7 licenses and is registered in Nebraska. Stephen specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Stephen is also able to provide services to various client types including individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
12/07/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
10/23/2017 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
MN
12/07/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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