Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Bruce Whittemore is an Investment Advisor Representative with Osaic Wealth, Inc. based in VICTOR, NY. Steven has been in the industry since 2023. Steven has passed the Series 66, Series 7TO and SIE exams. Steven has experience with Securities America, Inc., Arkport Central School District, Niagara University, Fleet Feet Sports, Panera Bread, Fairport Central School District, Sylvan Learning Center, International House of Pancakes, Hornell YMCA, Unemployed, SUNY Fredonia, SECURITIES AMERICA ADVISORS, OSAIC WEALTH, INC., and OSAIC WEALTH, INC. Steven specializes in Retirement Planning, College Savings, Estate Planning, Insurance Planning, Tax Planning, and Financial Planning. Steven is currently registered in New York.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
10/24/2023 - 06/14/2024
SECURITIES AMERICA, INC. (VICTOR NY)
BOTH
Issued 12/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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