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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Nicholas Colantuono is an active investment advisor representative with Osaic Wealth, Inc., a firm with offices in Scottsdale, Arizona. Stephen has been in the financial industry since 1979 and has worked for several other firms throughout his career, including Securities America, Inc., LPL Financial LLC, and Voya Financial Advisors, Inc. Stephen holds several licenses and certifications, including Series 63, Series 65, Series 7, and Series 1. Stephen provides a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
MA
06/14/2024 - Present
Osaic Wealth, Inc. (SUDBURY MA)
MA
11/29/2019 - 06/14/2024
SECURITIES AMERICA, INC. (SUDBURY MA)
MA
10/21/2016 - 12/12/2019
LPL FINANCIAL LLC (WALTHAM MA)
MA
01/01/2004 - 10/24/2016
VOYA FINANCIAL ADVISORS, INC. (SUDBURY MA)
IA
06/24/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NJ
08/13/2002 - 06/19/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
02/16/1999 - 08/14/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
03/23/1998 - 02/19/1999
FIS SECURITIES, INC. (BOSTON MA)
NY
03/31/1997 - 02/24/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/12/1994 - 02/21/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
01/13/1992 - 09/07/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/13/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MA
05/21/1990 - 07/18/1991
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NY
10/20/1980 - 05/01/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/11/1978 - 05/01/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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