Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen John Carew is a financial advisor with over 28 years of experience in the industry. Stephen is currently a Managing Partner at Osaic Wealth, Inc., based in Auburn, ME. Stephen has held previous positions with Sagepoint Financial, Inc., MetLife Securities Inc., MML Investors Services, LLC, and New England Securities. Stephen is a registered representative in Maine, New Hampshire and other states. Stephen specializes in financial planning, pension consulting, and educational seminars. Stephen is also a shareholder of BGA Employee Benefits Advisors, LLC, BGA Financial, BGA Advisors, LLC, and BGA Advisors, Inc.
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
ME
09/01/2023 - Present
Osaic Wealth, Inc. (AUBURN ME)
ME
02/23/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (AUBURN ME)
ME
03/25/2017 - 02/26/2018
MML INVESTORS SERVICES, LLC (PORTLAND ME)
ME
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PORTLAND ME)
ME
05/22/1995 - 01/02/2015
NEW ENGLAND SECURITIES (PORTLAND ME)
IA
Issued 09/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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