Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Wzontek is a financial advisor with over 40 years of experience in the industry. Stephen is currently registered with Osaic Wealth, Inc. as a Registered Representative and Investment Advisor Representative. Stephen is also registered with the states of Arizona, California, Connecticut, Florida, Georgia, Indiana, Massachusetts, Michigan, New Hampshire, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia.
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
NY
05/15/2017 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NA
05/12/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/02/1987 - 05/18/1987
SHERWOOD CAPITAL, INC.
NA
11/24/1980 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 07/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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