Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Ostrofsky is a financial advisor with Cambridge Investment Research Advisors, Inc. in Boynton Beach, Florida. Stephen has been in the industry since 1993 and holds a Series 66 license. Stephen has experience working with a variety of clients, including individuals, families, and businesses. Stephen provides a variety of financial services, including financial planning, investment management, and retirement planning. Stephen is committed to providing clients with personalized financial advice and helping them achieve 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
03/17/2022 - Present
Cambridge Investment Research Advisors, Inc. (Boynton Beach, FL)
FL
05/19/2014 - 03/08/2022
KOVACK SECURITIES INC. (Boynton FL)
FL
11/20/2006 - 10/15/2009
KOVACK SECURITIES INC. (POMPANO BEACH FL)
FL
10/26/2004 - 08/19/2005
K.W. BROWN INVESTMENTS (DELRAY BEACH FL)
MA
10/03/2001 - 12/09/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/03/2001 - 12/09/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
04/28/2000 - 10/03/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/11/1999 - 04/24/2000
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
MI
10/16/1997 - 01/11/1999
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
MA
03/01/1996 - 10/10/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
11/01/1995 - 03/01/1996
G. R. PHELPS & CO., INC.
FL
03/21/1994 - 10/26/1995
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
IN
12/10/1990 - 04/11/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/10/1990 - 04/11/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
06/12/1990 - 10/19/1992
HOME LIFE INSURANCE COMPANY
CT
06/12/1990 - 12/31/1990
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
04/24/1990 - 09/06/1990
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
01/02/1987 - 02/13/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/02/1987 - 02/13/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
08/27/1986 - 12/22/1986
VANDEMAN & FULTON SECURITIES, INC.
BOTH
Issued 06/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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