Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Edwin Widmer is a registered investment advisor with Osaic Wealth, Inc. in Scottsdale, Arizona. Stephen has been in the securities industry since May 2000. Stephen is a licensed principal in the state of Arizona and is registered in both Arizona and California. Stephen has held previous positions at several firms, including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., SunAmerica Securities, Inc., Sentra Securities Corporation, Spelman & Co., Inc., and Charles Schwab & Co., Inc.
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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AZ
08/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/19/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
04/19/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
06/19/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
01/26/2011 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
05/12/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
05/12/2004 - 12/31/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
05/12/2004 - 12/31/2004
SPELMAN & CO., INC. (PHOENIX AZ)
TX
04/26/2000 - 04/05/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 03/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2016
Series 4 - Registered Options Principal Examination
BC
Issued 09/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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