Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Donnelly is a financial advisor with over 27 years of experience in the financial services industry. Stephen is currently registered with Osaic Wealth, Inc. in New Jersey, Florida, New York and North Carolina. Stephen has previously worked for firms such as Woodbury Financial Services, Inc., Questar Capital Corporation and Investors Capital Corp. Stephen holds Series 7, 6, 63 and 65 licenses and is a Registered Investment Advisor. Stephen provides a variety of services to individuals, businesses, and institutions including financial planning, investment management, and retirement planning. Stephen is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
1
2
NJ
01/19/2024 - Present
Osaic Wealth, Inc. (MANAHAWKIN NJ)
NJ
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MANAHAWKIN NJ)
NJ
09/09/2016 - 03/01/2019
QUESTAR CAPITAL CORPORATION (MANAHAWKIN NJ)
NJ
02/27/2009 - 09/13/2016
INVESTORS CAPITAL CORP. (MANAHAWKIN NJ)
NJ
09/13/2002 - 03/16/2009
COMMONWEALTH FINANCIAL NETWORK (MANAHAWKIN NJ)
NJ
12/21/2001 - 10/01/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
10/22/1997 - 12/17/2001
DIME SECURITIES, INC. (BROOKLYN NY)
CA
11/25/1996 - 10/22/1997
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
07/10/1987 - 03/19/1988
PRUCO SECURITIES CORPORATION
NA
07/31/1986 - 07/06/1987
EQUICO SECURITIES, INC.
NA
07/31/1986 - 06/25/1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
09/12/1985 - 05/08/1986
FIRST INVESTORS CORPORATION
IA
Issued 06/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Donnelly is the right advisor for you? Invested Better is here to help.
