Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Ettore Ferrari is a financial advisor registered with Osaic Wealth, Inc. Stephen has been in the financial industry since May 19, 2007. Stephen is licensed to provide investment advice and securities trading services in Pennsylvania. Stephen has prior experience with Lincoln Financial Advisors Corporation, Lincoln Financial Distributors, Inc., MetLife Securities Inc., National Planning Corporation and Capital Analysts, Incorporated. Stephen has experience providing financial planning, portfolio management, pension consulting and educational seminars.
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
PA
05/10/2024 - Present
Osaic Wealth, Inc. (MALVERN PA)
PA
09/28/2011 - 04/08/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (RADNOR PA)
PA
10/08/2008 - 12/31/2012
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
04/20/2010 - 09/16/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
11/19/2007 - 09/22/2008
METLIFE SECURITIES INC. (PLYMOUTH MEETING PA)
PA
10/01/2007 - 11/20/2007
NATIONAL PLANNING CORPORATION (ROYERSFORD PA)
PA
06/14/2007 - 10/02/2007
CAPITAL ANALYSTS, INCORPORATED (ROYERSFORD PA)
PA
03/07/2007 - 05/16/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)
BOTH
Issued 04/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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