Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Alan Kinrade is a financial professional with over 30 years of experience in the industry. Steven is currently registered with Osaic Wealth, Inc. in MAQUOKETA, IA and has a history of working with a range of firms, including SIGNATOR INVESTORS, INC. in DUBUQUE, IA, AMERITAS INVESTMENT CORP. in DUBUQUE, IA, and LOCUST STREET SECURITIES, INC. in DES MOINES, IA. Steven holds several licenses and certifications, including Series 6, Series 22, Series 63, and the SIE exam.
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
IA
11/02/2018 - Present
Osaic Wealth, Inc. (MAQUOKETA IA)
IA
02/16/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (DUBUQUE IA)
IA
03/27/1997 - 02/24/2017
AMERITAS INVESTMENT CORP. (DUBUQUE IA)
IA
01/06/1995 - 03/26/1997
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
01/03/1994 - 12/31/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
06/12/1992 - 12/31/1993
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
NY
03/23/1990 - 10/05/1990
FAHNESTOCK & CO., INC. (NEW YORK NY)
MO
08/11/1986 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
BC
Issued 08/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1992
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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