Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Ziniti is a financial advisor with over 46 years of experience in the financial services industry. Stephen is registered with Osaic Wealth, Inc. and has been with them since October 2024. Stephen also has experience with Nathan & Lewis Securities, Inc. and First Investors Corporation. Stephen specializes in providing financial planning, pension consulting and portfolio management for individuals and businesses. Stephen also offers educational seminars and selection of other advisers. Stephen is a Certified Financial Planner and has a wide range of experience in helping clients achieve 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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
03/22/1985 - 06/21/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
08/22/1977 - 04/12/1985
FIRST INVESTORS CORPORATION
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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