Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Craig Fincher is an investment advisor representative who has been active in the industry since September 1, 1996. Steven is currently registered with Osaic Wealth, Inc. in Georgia and has been with the firm since June 2024. Steven has a Series 63 license and a Series 6 license. Steven is also a registered investment advisor in Georgia, New York, and Virginia. Steven has previously worked with Securities America, Inc. in Georgia, Investcorp, Inc. in Georgia, and Equity Services, Inc. in Georgia. Steven offers investment advice and financial planning services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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
GA
06/14/2024 - Present
Osaic Wealth, Inc. (CUMMING GA)
GA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (CUMMING GA)
GA
03/17/2016 - 07/17/2020
INVESTACORP, INC. (CUMMING GA)
GA
10/22/2009 - 01/20/2016
EQUITY SERVICES, INC. (ATLANTA GA)
GA
02/12/1999 - 12/31/2008
EQUITY SERVICES, INC. (ATLANTA GA)
MA
06/11/1996 - 01/22/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
DE
07/01/1994 - 04/12/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 07/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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