Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Volk is a financial professional with over 40 years of experience in the industry. Stephen is registered with Osaic Wealth, Inc. and is licensed in Florida and Virginia. Stephen's previous experience includes working with firms such as MetLife Securities Inc., Metropolitan Life Insurance Company, The Advisors Group, Inc., Coordinated Capital, Ltd., and St. Paul Investors, Inc. Stephen has a strong background in investments and financial planning, and holds the designations of Certified Financial Planner and Chartered Financial Consultant. Stephen is dedicated to providing clients with personalized financial advice and solutions to help them reach 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
VA
01/24/2025 - Present
Osaic Wealth, Inc. (WILLIAMSBURG VA)
MA
03/11/1999 - 12/31/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/11/1999 - 12/31/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MD
05/08/1985 - 03/08/1999
THE ADVISORS GROUP, INC. (BETHESDA MD)
NA
04/04/1983 - 05/23/1985
COORDINATED CAPITAL, LTD.
NA
05/26/1982 - 05/23/1983
ST. PAUL INVESTORS, INC.
BC
Issued 06/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/11/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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