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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 Huber is a financial advisor at Osaic Wealth, Inc. Stephen has over 20 years of experience in the financial services industry. Stephen is registered with the state of Michigan as well as Florida and Texas. Stephen holds Series 6, 7, 63 and 65 licenses and has also earned the Certified Financial Planner designation. Stephen specializes in providing financial planning services for individuals and businesses. Stephen also works with various investment companies, charitable organizations and pension and profit-sharing plans.
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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MI
06/03/2024 - Present
Osaic Wealth, Inc. (ROCHESTER HILLS MI)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ROCHESTER HILLS MI)
MI
08/10/2009 - 03/01/2019
QUESTAR CAPITAL CORPORATION (STERLING HEIGHTS MI)
MI
08/24/2004 - 07/23/2009
FIRST INVESTORS CORPORATION (LIVONIA MI)
IA
Issued 03/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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