Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Wagner is a financial advisor with over 30 years of experience in the financial services industry. Steven is registered with Omnia Family Wealth, LLC and is currently licensed to provide investment advisory services in Florida and North Carolina. Steven previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and Kidder, Peabody & Co. Incorporated. Steven specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers. Steven is committed to providing personalized financial advice and guidance to help clients 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.
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
FL
09/09/2015 - Present
Omnia Family Wealth, LLC (AVENTURA FL)
FL
04/24/2009 - 09/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AVENTURA FL)
FL
01/28/1995 - 05/05/2009
UBS FINANCIAL SERVICES INC. (AVENTURA FL)
NY
09/09/1993 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
11/26/1986 - 09/29/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NA
04/23/1984 - 12/02/1986
J. B. HANAUER & CO.
NA
10/07/1983 - 03/23/1984
PRUDENTIAL-BACHE SECURITIES INC.
NA
02/28/1979 - 09/19/1983
FIRST MIAMI SECURITIES, INC.
NA
08/17/1976 - 03/08/1979
J B HANAUER AND CO
IA
Issued 08/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1979
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/13/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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