Unclaimed
Stephen Dwight Hill is a financial advisor with over 25 years of experience in the financial services industry. Currently, Stephen is registered with Osaic Wealth, Inc. in Nebraska and Texas. Prior to joining Osaic Wealth, Inc., Stephen was employed by Securities America, Inc., Questar Capital Corporation, and Woodbury Financial Services, Inc.. Stephen's specialties include investment advisory services, financial planning, pension consulting, and portfolio management for individuals and businesses. Stephen is a Certified Public Accountant and is also a licensed insurance agent. Stephen has a strong commitment to providing his 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.
A percentage of the total value of assets under management is charged.
1
2
NE
09/05/2024 - Present
Osaic Wealth, Inc. (Lincoln NE)
NE
02/07/2019 - 06/14/2024
SECURITIES AMERICA, INC. (LINCOLN NE)
NE
10/01/2012 - 02/07/2019
QUESTAR CAPITAL CORPORATION (HICKMAN NE)
NE
05/22/2000 - 10/03/2012
WOODBURY FINANCIAL SERVICES, INC. (LINCOLN NE)
TX
09/20/1997 - 05/26/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 07/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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