Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Ross is a financial advisor with Osaic Wealth, Inc. Stephen has been in the industry since 1983 and holds a Series 6 license, along with Series 63 and Series 65 licenses. Stephen holds the Chartered Financial Consultant designation. Stephen provides services such as financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Osaic Wealth, Inc. is headquartered in Scottsdale, Arizona.
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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2
NE
11/02/2018 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (OMAHA NE)
NE
07/02/2002 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (OMAHA NE)
MA
01/19/1983 - 07/09/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/19/1983 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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