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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Charles Ostrander is a financial advisor who has been in the industry since 1984. Steven is currently registered with Morgan Stanley and has been with the firm since 2009. Steven's previous experience includes working at Citigroup Global Markets Inc., Mercantile Investment Services, Inc., Mark Twain Brokerage Services, Inc., and First Investors Corporation. Steven's expertise is in providing investment advisory services including asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MO
04/02/2020 - Present
Morgan Stanley (Chesterfield MO)
MO
11/19/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHESTERFIELD MO)
MO
06/21/1997 - 11/22/1999
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NA
06/26/1986 - 06/21/1997
MARK TWAIN BROKERAGE SERVICES, INC.
NA
09/06/1984 - 08/20/1985
FIRST INVESTORS CORPORATION
IA
Issued 04/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1986
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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