Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Glazer is an investment advisor representative at Osaic Wealth, Inc. with over 30 years of experience in the financial services industry. Steven has a wide range of experience and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Steven is registered with the following states: California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Michigan, Missouri, North Carolina, Ohio, Oklahoma, and Texas. Steven is also a Chartered Financial Consultant.
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
MO
01/19/2024 - Present
Osaic Wealth, Inc. (CHESTERFIELD MO)
MO
06/03/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
MO
04/02/1991 - 06/06/2016
MSI FINANCIAL SERVICES, INC. (ST. LOUIS MO)
MO
04/02/1991 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CHESTERFIELD MO)
IA
Issued 12/7/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/31/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 4/1/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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