Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Bert Tucker is a financial advisor with over 28 years of experience in the industry. Steven has a strong track record of success in helping individuals and families achieve their financial goals. Steven is currently registered with Osaic Wealth, Inc. in Arizona, California, Florida, Illinois, Pennsylvania, South Carolina, Texas, and Virginia. Steven holds several licenses and certifications, including Series 6, 7, 63, and 65. Steven is also a licensed insurance agent in Illinois. Steven is committed to providing his clients with personalized financial advice and guidance.
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
IL
09/26/2024 - Present
Osaic Wealth, Inc. (CHAMPAIGN IL)
IL
01/10/2003 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CHAMPAIGN IL)
NY
11/02/1999 - 06/28/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
02/13/1996 - 09/20/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
MA
08/26/1992 - 03/28/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/26/1992 - 03/28/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 3/8/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/4/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/7/2006
Series 7 - General Securities Representative Examination
BC
Issued 8/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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