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 advisor registered with Osaic Wealth, Inc. Stephen has been in the industry since August 1983. Stephen holds Series 6, 7, 22, and SIE licenses. Stephen is also a Chartered Financial Consultant. Stephen has experience with a variety of client types including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Stephen also provides financial planning, pension consulting, and portfolio management services to both businesses and individuals. Stephen is a member of the Board of Directors for 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 11/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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