Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Brian Marks is an investment advisor representative with Osaic Wealth, Inc. based in Beachwood, OH. Steven has been in the financial services industry since 1996. Steven has a wide range of experience working with individuals, businesses, high net worth individuals, pensions and profit sharing plans, charitable organizations and state and municipal government entities. Prior to joining Osaic Wealth, Inc., Steven was an advisor with Sagepoint Financial, Inc. and Cetera Advisor Networks.
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.
1
2
OH
09/01/2023 - Present
Osaic Wealth, Inc. (BEACHWOOD OH)
OH
02/11/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BEACHWOOD OH)
OH
01/09/2015 - 02/15/2019
CETERA ADVISOR NETWORKS LLC (CHARDON OH)
OH
04/26/2013 - 12/03/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
OH
09/03/2007 - 05/01/2013
MML INVESTORS SERVICES, LLC (CLEVELAND OH)
OH
11/09/1998 - 07/08/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
10/01/1998 - 11/09/1998
KEY CAPITAL MARKETS, INC. (CLEVELAND OH)
OH
03/03/1995 - 06/22/1998
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
08/04/1993 - 03/03/1995
SOCIETY INVESTMENTS, INC.
OH
01/20/1988 - 06/14/1993
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BC
Issued 05/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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