Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Anthony Maicus is a financial advisor with over 40 years of experience in the industry. Steven is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in 13 states. Steven has a broad range of experience in the financial services industry, including working with individuals, businesses, and institutions. Steven specializes in financial planning, portfolio management, and retirement planning.
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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NY
06/14/2024 - Present
Osaic Wealth, Inc. (Peru NY)
NY
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Plattsburgh NY)
NY
07/24/2019 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Plattsburgh NY)
NY
08/02/2010 - 07/25/2019
LINCOLN INVESTMENT (PLATTSBURGH NY)
NY
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (PLATTSBURGH NY)
IL
09/24/2002 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
MA
05/07/2001 - 08/19/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
11/14/1983 - 12/07/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
11/14/1983 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 01/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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