Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Gilberg is a financial professional with over 35 years of experience in the industry. Stephen currently works at Osaic Wealth, Inc. Prior to that, Stephen was employed by Questar Capital Corporation, Walnut Street Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Nathan & Lewis Securities, Inc., Northwestern Mutual Investment Services, Inc., and Robert W. Baird & Co. Incorporated. Stephen holds licenses in 10 states. Stephen is a Chartered Financial Consultant.
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
10/11/2024 - Present
Osaic Wealth, Inc. (Scarsdale NY)
NY
01/22/2007 - 12/19/2018
QUESTAR CAPITAL CORPORATION (SCARSDALE NY)
NY
08/01/2003 - 12/20/2006
WALNUT STREET SECURITIES, INC. (WHITE PLAINS NY)
NY
07/12/1999 - 12/20/2006
METLIFE SECURITIES INC. (WHITE PLAINS NY)
NY
07/12/1999 - 12/20/2006
METROPOLITAN LIFE INSURANCE COMPANY (WHITE PLAINS NY)
NY
09/24/1998 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
08/05/1998 - 10/21/1998
METLIFE SECURITIES INC.
NA
08/05/1998 - 10/21/1998
METROPOLITAN LIFE INSURANCE COMPANY
WI
10/03/1983 - 05/20/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
09/30/1983 - 05/20/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 05/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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