Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Wayne Strong is a registered representative with Osaic Wealth, Inc. Stephen has been in the financial services industry since May 24, 1990. Stephen has worked at several firms over the years including Woodbury Financial Services, Inc. and MML Investors Services, LLC. Stephen's current registrations include Colorado, Florida, North Carolina, South Carolina, and Texas. Stephen is also a registered investment advisor.
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
CO
01/19/2024 - Present
Osaic Wealth, Inc. (COLORADO SPRINGS CO)
CO
02/03/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
03/25/2017 - 02/07/2020
MML INVESTORS SERVICES, LLC (Colorado Springs CO)
CO
02/10/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
10/05/2009 - 02/10/2015
AMERIPRISE FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
02/12/1992 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (COLORADO SPRINGS CO)
NY
05/24/1990 - 02/10/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/11/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 09/07/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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