Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Reiter is an active Registered Representative and Investment Advisor Representative, currently associated with Osaic Wealth, Inc. Steve has been in the securities industry since April 4, 1991 and has held several previous positions with firms such as SAGEPOINT FINANCIAL, INC. and SUNAMERICA SECURITIES, INC. Steve is licensed to provide investment advice and services in several states, including Pennsylvania, Colorado, Florida, Maryland, Michigan, New Jersey, New York, North Carolina, Texas, Utah and Virginia. Steve holds several professional licenses and designations, including Series 6, Series 7, Series 22, Series 24, Series 51, and Series 63 and Series 66. Steve is a strong advocate for his clients and believes in a personalized approach to financial planning, working to understand their individual needs and 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
PA
09/01/2023 - Present
Osaic Wealth, Inc. (READING PA)
PA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (READING PA)
AZ
01/31/1996 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NJ
05/21/1992 - 01/31/1996
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
NJ
04/03/1991 - 05/18/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/03/1991 - 05/18/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 11/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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