Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Hugh Carscadden is a financial professional with over 40 years of experience in the financial services industry. Stephen is registered with Osaic Wealth, INC. in both New York and North Carolina. Stephen specializes in financial planning, portfolio management, and pension consulting. Stephen's experience includes working with individuals, families, businesses, and retirement plans. Stephen also serves on the Board of Directors for the Animal Protection Society.
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
NY
02/13/2024 - Present
Osaic Wealth, Inc. (SYRACUSE NY)
NC
07/31/1987 - 02/13/2024
HORNOR, TOWNSEND & KENT, LLC (YANCEYVILLE NC)
CT
01/02/1987 - 03/05/1994
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
03/16/1987 - 03/24/1987
H. BECK, INC.
NA
08/30/1983 - 03/24/1987
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 11/4/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 4/20/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 8/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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