Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Oostema is a financial advisor at Valic Financial Advisors, Inc. based in Chicago, Illinois. Stephen has been in the financial industry since 2005 and holds multiple securities licenses, including Series 6, 63, and 65. Stephen is registered with FINRA and the states of Arizona, California, Florida, Illinois, Indiana, Louisiana, Maryland, New York, and Wisconsin. Stephen specializes in providing financial planning and portfolio management for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
IL
09/10/2012 - Present
Valic Financial Advisors, Inc. (CHICAGO IL)
IA
Issued 05/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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