Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Feenan is a financial advisor with Brookfield Oaktree Wealth Solutions LLC, registered in Illinois and New York. Stephen has over 2 years of experience in the financial services industry. He has Series 7, Series 63, and SIE licenses. Previously, Stephen worked at Brookfield Private Advisors LLC, Foreside Financial Services, LLC, and BMO Investment Distributors, LLC.
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.
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.
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2
IL
12/22/2021 - Present
Brookfield Oaktree Wealth Solutions LLC (Chicago IL)
IL
07/20/2021 - 12/22/2021
BROOKFIELD PRIVATE ADVISORS LLC (Chicago IL)
IL
01/02/2020 - 07/07/2021
FORESIDE FINANCIAL SERVICES, LLC (Chicago IL)
IL
12/08/2018 - 12/31/2019
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
BC
Issued 01/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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