Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Michael Acerra is a financial advisor with over 30 years of experience in the financial services industry. Stephen is currently registered with Osaic Wealth, Inc. in Massachusetts and Rhode Island. Stephen has been with Osaic Wealth, Inc. since June 2024, and previously held positions with Securities America, Inc., Securities Service Network, LLC, Commonwealth Financial Network, American Express Financial Advisors Inc. and IDS Life Insurance Company. Stephen is a Series 7, Series 24, Series 63, and Series 65 licensed professional. Stephen specializes in providing financial planning, portfolio management, and other investment-related services to individuals, families, and businesses. Stephen is also a FINRA securities arbitrator.
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
MA
06/14/2024 - Present
Osaic Wealth, Inc. (Canton MA)
MA
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MILTON MA)
MA
12/16/2005 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (MILTON MA)
MA
05/05/1993 - 12/19/2005
COMMONWEALTH FINANCIAL NETWORK (MILTON MA)
MN
07/23/1990 - 08/12/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/23/1990 - 08/12/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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