Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Richard Mueller is an active investment advisor representative with Osaic Wealth, Inc. Stephen has over 25 years of experience in the financial services industry. Stephen has been registered with the Securities and Exchange Commission (SEC) since 1997. Stephen has a broad range of experience in financial planning, portfolio management, and investment advisory services. Stephen is committed to providing his clients with personalized financial advice and guidance to help them 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.
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2
MO
11/13/2024 - Present
Osaic Wealth, Inc. (CHESTERFIELD MO)
MO
07/14/2015 - 12/05/2022
PRINCIPAL SECURITIES, INC. (Saint Charles MO)
MO
06/26/2012 - 08/10/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAINT PETERS MO)
MO
07/12/2000 - 06/30/2010
ROYAL ALLIANCE ASSOCIATES, INC. (ST. PETERS MO)
NY
04/09/1998 - 07/13/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
IL
06/11/1997 - 04/10/1998
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IA
Issued 11/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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