Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen McDermott is a financial advisor with over 25 years of experience in the industry. Stephen is registered as a Registered Representative and Investment Advisor Representative in Delaware, Maryland, and Texas, and is active in broker-dealer and investment advisor roles. Stephen has been associated with Osaic Wealth, Inc. since January 2025. Previously, Stephen was registered with M&T Securities, Inc. in Delaware, Wilmington Brokerage Services Company in Delaware, UBS PaineWebber Inc. in New Jersey, and Legg Mason Wood Walker, Incorporated in Maryland. Stephen is a Series 7, 9, 10, 63, and 65 licensed professional.
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
MD
01/24/2025 - Present
Osaic Wealth, Inc. (HUNT VALLEY MD)
DE
08/18/2011 - 09/13/2019
M&T SECURITIES, INC. (WILMINGTON DE)
DE
06/06/2003 - 08/29/2011
WILMINGTON BROKERAGE SERVICES COMPANY (WILMINGTON DE)
NJ
05/26/2000 - 09/11/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MD
07/17/1996 - 06/15/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 10/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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